Welcome
As an established firm of Independent Financial Advisors (IFAs) with coverage across Mid, South and West Wales, Elite Tax & Financial Solutions Group has built its success advising clients on Investments, Pensions, Taxation and Trusts. We provide specialist initial and if required ongoing advice and services to High Net Worth Individuals, Businesses, Trustees, and also to other professionals, both directly, and also via them to their clients, as part of our 21st Century Multi Discipline Practice (21MDP) Model.
This model is designed to allow clients to receive professional Financial, Legal & Accountancy advice, ensuring that all areas of planning are covered, so that they can benefit from a "Holistic" approach from their advisers, rather than the traditional fragmented service provided historically.
Today, more than ever, we find the use of many valuable tax concessions allied to first class investment management is the key to our continued success and the financial prosperity of our clients.
"Bespoke Solutions for the Discerning Client" being more than a motto, as we see this as essential for the achievement of our client's objectives. It requires not only an understanding of the what is of concern at present, but what potential areas of planning should be considered, both personally, professionally & financially, as to leave one area out of the planning solution would seriously affect the others considerations.
Sound financial planning is essential for the achievement of our client's objectives. It requires not only an understanding of the economy, of the market values and of inflation, but above all the careful management of risk. To be effective, it has not only to fit in with the client's present arrangement but also their intentions and wishes.
Planning personal finances can be difficult and also time consuming. There are so many factors to be taken into account and the range of alternatives can often be confusing. The first step in the financial planning process is to identify a client's aims and objectives, which involves a detailed analysis of their current situation, as well as their ATR (attitude to risk). This is combined with their future needs to produce a thorough study of their present financial position and to build a secure strategy for the future.
We have developed and up-dated our technical knowledge over the years, and invested heavily in computer technology to ensure that our administration and service is designed to meet our client's needs both now and in the future. However, although we use up-to-date virus and malware checkers, due to the nature of the internet, you are advised to run your own checkers too.