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Hours

Mon – Fri, 9.30am to 5pm

We are Elite Financial Consulting

Plan your financial future

Award-winning Bristol and South West-based Financial Advisers specialising in financial advice for mortgages, equity release, pensions, investments, insurance and high net worth individuals.

Planning

Mortgages. Pensions. Insurances.

Investing

Growth. Income. ISAs.

Honest. Professional. Approachable.

We are an award-winning team of Independent Financial Advisers in Bristol. You can trust our team to deliver expert service and advice that’s exceptional value for money. At Elite, we pride ourselves on our friendly, jargon-free financial advice for mortgages, pensions, shares, debt and high net worth individuals.

Let’s Go!

Book your FREE consultation with one of our financial advisers today.

Mortgage Advisers

Home buying, remortgaging, equity release – we are with you every step of the way. Our Mortgage Advisers compare thousands of mortgage products to find the right deal for you. FREE initial consultation.

Pension Advisers

Looking to set up a new pension fund or transfer a pension? Our expert Independent Financial Advisers can walk you through the wide range of pension offerings available to secure the right option for you. FREE initial consultation.

Investment Advisers

Jargon-free, independent advice tailored to your needs. Whether you are saving for a deposit on your first home, dream holiday or your children’s university fees, we can recommend the best route for you. For regular investments or a lump sum. FREE initial consultation.

Insurance Advisers

Trusted and affordable protection specialists for businesses and individuals – because we care. We can provide invaluable insurance cover for your business partners or family members in the event of death or illness. Protect yours and your loved ones’ futures today. FREE initial consultation.

You’re In Safe Hands

At Elite we are focused on you. Your story, your life, your goals. We are passionate about offering you the ultimate in value for money, service and advice to aid your financial planning.
There’s no out of the box solutions here. We work in partnership with you to secure the right deals for your individual needs.

Our efforts don’t go unnoticed. We’re proud to have been awarded with some of the top accolades in the industry.

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2024
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2023
2023
2022
2021
2019
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2018
2016

2024

Best Independent Financial Planning Firm 2024 - South West England - Global 100 Awards

2024

Central England Prestige Awards – Financial Planning Company of the Year in Bristol for 2023/2024

2023

South West England Pensions Advisory Firm of the Year - SME News Finance Awards 2023

2023

Three Best Rated Financial Services - Bristol

2022

Most Trusted Independent Investments & Savings Advice Provider - South West England (Wealth and Money Intl)

2021

Winners of Best Local Financial Advisory Firm - South West England (SME News 2020)

2019

Winners of Best Independent Financial Advice company in South West England (Lawyer International)

2019

Winners of Mortgage Advisers of the year 2019 - South West England (Wealth and Money Intl)

2018

Winners of Best Independent Financial Planning Company in South West England (Wealth and Money Management)

2016

Winners of top 25 Financial Planning company in the UK (Wealthnet)

Best Financial services in Bristol

What Our Clients Say

EXCELLENT
Google star 1Google star 2Google star 3Google star 4Google star 5
Based on 103 reviews
Posted on Google Google
Sophie Mohun-Smith profile picture
Sophie Mohun-Smith
17/03/2026
Google star 1Google star 2Google star 3Google star 4Google star 5
I couldn’t recommend Elite Financial Consulting enough. I reached out after dealing with three separate mortgage advisers and all of them saying they couldn’t help or trying to push an off the high street mortgage offer with us. I had a missed payment in the past so I was lead to believe this is why (this turned out not to be true) Charlie was amazing from start to finish, he assured me he could help and by the end of the day he had us a decision in principle and then two working days later we had a full offer with a high street bank (also managed to secure the deal before the rates went up the following day) He explained the process so clearly and was on hand to answer any question I had in a friendly and professional manner. He really had our best interest in mind and we can’t thank him enough on saving the sale of our new family home! If you are struggling I advise you to reach out to Elite Financial Consulting, I wish I used them from the start and could have avoided two weeks before hand of stress and worry. If I used them from the start it would have been the easiest and calmest process I could have asked for. Thank you again and will definitely be back.
Posted on Google Google
Matt Dale profile picture
Matt Dale
13/02/2026
Google star 1Google star 2Google star 3Google star 4Google star 5
Jon was brilliant. Great communication and make the process very simple
Posted on Google Google
Suzanne Swimmer profile picture
Suzanne Swimmer
03/11/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
Excellent service. Kelly was very helpful. Would recommend.
Posted on Google Google
Kizzy Harris profile picture
Kizzy Harris
10/10/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
My partner and I are in the process of buying our first home, we used Hannah for support with the whole process. She was incredibly helpful, personable and easily simplified the more complex areas of mortgages for us to better understand. She was quick with responses and always ready to have a call with us whenever we needed to discuss things. I couldn't recommend EFC, but specifically Hannah, more.
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Andrew Palmer profile picture
Andrew Palmer
03/10/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
Highly recommend Kelly Gribble for mortgage advice 5*
Posted on Google Google
Oya Biringen-Akman profile picture
Oya Biringen-Akman
03/10/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
When I needed to remortgage my my property I found this company by recommendation by my solicitor who heard very positive reviews from other people. I had efficient and helpful advice for setting up my initial mortgage agreement and later adjustments.
Posted on Google Google
Ollie Elderfield profile picture
Ollie Elderfield
27/08/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
My experience with Elite has been smooth and easy with help from Hannah Durlacher. She has been a great help and her communication has been brilliant. I will be using her again in the future. Kate has also made the whole process of sorting mortgage protection seamless and stress free.
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Lauren Wilton profile picture
Lauren Wilton
05/07/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
I am super happy with the services I received using Elite Financial Consulting. As a first time buyer, everything felt daunting and put of my reach but Kate Walby was outstanding. She was very patient with me and explained everything so I would understand. Any queries I had, Kate came back to me very quickly and was able to advise me on so much. I cannot thank Kate enough for all her help and would 100% recommend her services.
Posted on Google Google
Simon Taylor profile picture
Simon Taylor
08/04/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
My wife and family can not thank Elite Financial Consulting enough, for all their help and support with the sale of our old house and move to our our new home. Amazing support, excellent communication and friendly service. We honestly felt we were in safe hands throughout the often stressful journey of any house move. We thoroughly recommend their support with any of your financial needs.
Posted on Google Google
gabe bland profile picture
gabe bland
01/04/2025
Google star 1Google star 2Google star 3Google star 4Google star 5
I recently bought my first home with the help Sue Gollop and Natalie Moore, both of whom were just brilliant. Super helpful, knowledgeable and so very lovely to help us through a seemingly stressful process. I can’t thank either enough for there patience and understanding. Would highly recommend!
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Get in touch

Contact our friendly team of financial experts today

Eilte Financial Consulting, Suite 9, 821 Bath Road, Brislington, Bristol, BS4 5NL