Elementary Financial Ltd is an independent financial adviser (IFA) company.
Elementary Financial was set up by Jeff Miller and began trading on April 1st, 2009. Jeff has 25 years experience in financial services, and has been an IFA for more than 15 years. Jeff is qualified to AFPC level, and has worked as an adviser in The Netherlands as well as the UK. Jeff advises individuals, families, companies, trustees and charities.
There are no other advisers working for Elementary Financial. If you need a service that Jeff cannot provide, he will recommend another professional where possible. If you prefer to deal with a large organisation we understand that, and agree that we are not for you.
We believe that our charges are competitive, and provide value for money. We will agree these with you prior to undertaking any work that you will be charged for.
Download our Client Agreement/Terms of Business details here (pdf)
Elementary Financial provides advice on: -
- Retirement planning
- Tax planning*
Elementary Financial does not provide advice on credit arrangements of any sort.
Elementary Financial does not provide advice on unregulated hedge funds. To find out why, google LTCM, Amaranth or Bernard Madoff.
Elementary Financial does not offer discretionary management of investments, nor do we handle or hold client money. We do not offer advice on individual shares. We are investment advisers, not investment managers.
Whenever possible, we will provide services and recommend services and products that are available on-line. We believe that this is a benefit to both clients and to us.
*The Financial Conduct Authority does not regulate Tax advice