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

Enquiries

Do you need financial advice?  If so, we’d like to hear from you.

When making an enquiry, it would help us if you could complete our Confidential Client Questionnaire (pdf) and submit this by e-mail stating the nature of your enquiry.

Feel free to ask questions when you e-mail us.  We will not charge you for this service.

Download our Client Agreement/Terms of Business details here (pdf)

 

To find out more about how we can help with financial advice, please contact us on 0121 386 4680, or email  jeff@elemfin.co.uk

 

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.