Introduction

Elementary – ‘simple and straightforward’ – financial advice

No jargon, no techtalk.  Our aim is to provide simple solutions to what may be complex problems.

We do this by listening to our clients.  Finding out what’s important to them.  What’s bothering them.

We use the latest technology combined with experience and common sense to provide solutions for clients.

Most of our clients are introduced by recommendation from other clients, or from professional advisers.

Whenever possible, we will provide services and recommend services and products that are available on-line.  We believe that this is a shared benefit for both clients and us.

  • No investment decision should be taken based on the content of this website. Always take full advice first. The regulations governing tax rates and investments may change in the future. The value of your investment may go down as well as up. Past performance may not be a reliable indicator of future results.

    Elementary Financial Ltd is an appointed representative of Financial Limited, which is authorised and regulated by the Financial Conduct Authority. FCA number 497379.

    Registered office: 3 Cambridge Avenue, Sutton Coldfield. B73 5NA. Registered in England and Wales. Company number 6792585.

  • IFA in the West Midlands providing financial advice for individuals, families, companies, trustees and charities.