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Elementum

Call us: 01772 203222

investments in Preston, PR2 9TH

1C Broadway, Fulwood, Preston, PR2 9TH

Elementum



Contact information

Elementum investments
1C Broadway Fulwood Preston PR2 9TH
53.7913218 -2.7151597
Elementum

Telephone: 01772 203222
Email:
Web: www.elementum.uk.com

Financial advisors, Preston, Garstang, Longridge

Financial advisers Peter Pearson and Martyn Slater are delighted to have received a stamp of approval from their supervisory body.

The Fulwood firm came in the top three for the Leading Lights awards of Tenet Connect – one of the the UK’s biggest adviser support groups with 250 firms and 3,000 advisers.

“We’re delighted to have achieved this, accolade,” said Peter (left).

Elementum have been extremely busy with enquiries after the recent pension changes. “There are so many options now on how and when people can access their pensions that the need for advice has never been greater,” says Peter.

His son James has joined to help cope with the workload and need for face-to- face advice.

It’s not just people nearing retirement who need advice – people under 40 will be able to take out Lifetime ISAs in April, with big tax advantages.

Co-owner Martyn Slater (right) said it was vital to seek advice. “Your decision now will affect you in 15 or 20 years’ time – a wrong decision now can have a huge impact when you’re older.”

If people ring, Elementum will send  a free leaflet without any obligation and give a free initial consultation. Martin  said people could achieve as mcuh as 40 per cent better income with the right advice.

Peter, 56, and Martyn, 49, guide customers through the confusing financial maze in the friendliest possible way.

As managers for Prudential – both covered the local area for many years – they became friends and united in 2008.

The firm has six staff and aims to provide high quality advice. Peter adds: “We care immensely about our clients – they become friends and these strong relationships are underpinned by regular face-to-face advice.”

They are open about how much they earn from your investments and being independent, are not tied to particular companies.

They have close links with solicitors and accountants and have strong local roots – Peter’s family farmed in Longridge and Grimsargh and Martyn, born in Ribchester, played for Preston Grasshoppers.

  • Elementum is authorised and regulated by the Financial Services Authority.

Areas of expertise

Investments  Including unit trusts, stocks and shares ISAs and other investments

Mortgages  Their simplest service

Protection  Particularly life insurance in all its forms

Tax planning Trusts, inheritance tax and capital gains

Savings  Including cash ISAs, planning for school and care home fees

Pensions  Schemes for individuals and largecompanies. They advise on personal pensions,stakeholder pensions,self-Invested Pension Plans (SIPPs), group personal pensions, employer schemes, pension transfers, annuities and more. See the website.

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