Good quality financial planning is worth its weight in gold

Elementum is committed to delivering the best quality financial planning advice for our clients.

Based in Fulwood, in the north of Preston, our advisors, Peter Pearson and Martyn Slater, have many years' experience in the financial services industry.

Our investment advice is Restricted.

We will act on your behalf for the purposes of advising on and arranging pure protection (range of insurers), specific types of investments and pensions.

We have chosen to restrict our advice to by excluding certain types of investment products:

We will not provide advice on, or make recommendations for any Structured Products, Unregulated Collective Investment Schemes (UCIS), Exchange Traded Funds (ETF), Enterprise Investments Schemes (EIS) or Venture Capital Trusts (VCT).

We have chosen to exclude these types of investments as advice on these products is more typically provided by stockbrokers and wealth management businesses. As a result of this exclusion, our investment advice now falls under the category of "Restricted" under the FCA rules.

Our advice is based on a limited range of investment products but we will only make an investment recommendation if it is appropriate for you. If an excluded product or products are more appropriate we will recommend that you seek advice from a suitable independent financial adviser.

Elementum is not restricted in terms of product providers or tied to any bank, investment house or insurance company. We will always act in your best interests.

We recognise that all of our clients have precise requirements that need an individually tailored solution. We will work with you to get to know you and to understand your situation before researching all the providers in the market for the product or service that we believe best meets your needs.

We are also an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority, they monitor our performance to ensure that we maintain Industry Standards.

For further advice Ring 01772 203 222 or email us.

The value of investment and income from them may go down. You may not get back the original amount invested.

Treating Customers Fairly

The Directors and Management of Elementum Ltd are committed to ensuring that the FCA principle of treating customers fairly (TCF) is applied in all areas of our day-to-day business activities.

In adopting the TCF principle we recognise that fair treatment of our customers is about adding value to the service we offer by aiming to:

If you would like copies of Elementum's objectives regarding TCF please contact on 01772 203 222 or email us.

Huntington's Disease Association

Elementum Ltd has over many years provided financial advice to the families and members of the Huntington's disease Association. If you have family members who are affected by this disease then click the link through to their website for more information about the disease and the support offered.

For financial concerns regarding the disease click here to read the fact sheet provided by Elementum Ltd and of course please contact us directly for individual advice on 01772 203 222

Website: www.hda.org.uk
By clicking the link above you will be departing from the regulated site of Elementum Ltd. Neither Elementum Ltd nor TenetConnect Ltd are responsible for the accuracy of the information contained within the non-regulated site.