Refer a Friend

We pride ourselves on providing our clients with top-level service. Why not refer someone you know and we will treat you to a case of wine as a thank you.*

Please complete the form below to refer a client.

With a suite of ongoing planning packages to select from, Elevation will provide structured and consistent ongoing planning to support initial advice and implementation.

THE ELEVATION SERVICE

At Elevation our service is geared to work with our clients as individuals, not as a collective.

Fundamentally, people do tend to have similar needs and ambitions. For example, financial security before and after retirement. However, due to different life experiences as well as individual means and tastes means the solutions can be quite different.

MEET THE TEAM

With offices in Birmingham, London and Nottingham, Elevation Investment Management Limited provides business and private individuals with clear, independent advice with professionally managed financial solutions.

Tony Smith

Group Managing Director

Adam Rogers

Compliance & Technical Manager and IFA

Debbie Hannigan

Senior Client Servicing

View Elevation TEAM

Customer Testimonials

“I just wanted to email and say thank you for the way in which you conducted my recent pension transaction. The whole process was handled in a professional but friendly manner. Also the speed from initial instruction to completion was exceptional. A well done from me to all the Elevation Team.”
Martin S, Private Client

“We have known our Adviser for around 20 years, during which time we have been very pleased and grateful for his sound advice and guidance regarding our financial affairs. We would have no hesitation in recommending him.”
Natalie & Stephen H, Private Clients

““Elevation were referred to us when we were looking at our options. I wanted an IFA firm that would provide a personal service and add real value to providing financial advice for my staff. We have been very pleased with the service provided , which is evolving as a partnership rather than a standard supplier relationship.”
Geoff C, Managing Director

Elevation Investment 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.

REFER A FRIEND