With Elevation at its heart, Integra brings together trusted professional connections, carefully selected services, useful insights and exclusive opportunities that can complement your wider personal, family and business plans.
UNLOCKING PERFORMANCE THROUGH COLLABORATION
Integra is an Elevation Wealth Management initiative created to give our clients access to more than financial advice alone.
MORE THAN WEALTH MANAGEMENT
Successful financial planning rarely exists in isolation.
Decisions surrounding your wealth can often involve your family, business, property, tax position, legal arrangements and long-term ambitions.
Elevation remains your principal financial planning partner, helping you understand your position, define your objectives and make informed decisions for the future. Through Integra, we can also help connect you with relevant expertise when your circumstances require support beyond our own financial planning services.
This gives our clients access to a broader network of professional knowledge, specialist services and valuable relationships, while keeping Elevation at the centre of the conversation.
CONNECTED PROFESSIONAL EXPERTISE
Through Integra, Elevation clients can be introduced to independent professional firms offering specialist support across areas such as:
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Legal services
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Tax planning
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Accountancy and business advisory
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Commercial and residential property
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Corporate planning
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Specialist business support
These relationships allow us to take a more connected view of the issues that may influence your plans.
Where additional expertise may be helpful, we can make an appropriate introduction while giving you the freedom to decide which services and professionals are right for you.
BUSINESS, LIFE AND LIFESTYLE
Integra also connects our clients with a carefully selected collection of businesses, brands and experiences.
These relationships may include services and opportunities across property, travel, motoring, hospitality, events and other specialist areas.
They are not a requirement of working with Elevation. They are an added benefit, giving our clients access to useful introductions and distinctive opportunities through the relationships we have developed.
EXPLORE INTEGRA MAGAZINE
INSIGHT AND INSPIRATION
Integra brings together perspectives from Elevation, professional specialists, business leaders and selected contributors.
Our articles and publications explore subjects that matter to our clients, from wealth and retirement planning to entrepreneurship, property, lifestyle and the experiences that make life rewarding.
The Integra magazine also forms part of this wider library of insight, bringing together professional commentary, interviews and lifestyle features in one place.
EVENTS AND EXPERIENCES
Integra has always been built around relationships.
Our events bring together clients, professional partners and selected businesses to share knowledge, create new connections and enjoy memorable experiences.
From informative discussions to sporting, automotive, hospitality and lifestyle events, each occasion is designed to encourage valuable conversations and strengthen the wider Elevation community.
ELEVATION AT THE HEART OF INTEGRA
Integra extends the service and relationships available to Elevation clients, but our focus remains clear: helping you make confident financial decisions and build a plan around the life you want to lead.
By understanding the bigger picture, we can identify where additional expertise, insight or a valuable introduction could support your objectives.
The result is a more connected approach to your wealth, your business and your future.
START A CONVERSATION
Speak to Elevation Wealth Management to find out how we can support your plans.
Whether you are looking for financial advice or would like to understand more about the wider support available through Integra, our team is here to help.
CONTACT OUR TEAM
Elevation Wealth Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.
All calls to and from our landlines are recorded to meet regulatory requirements.