About the Business
We specialise in providing on-going holistic advice on a personal level. We manage investment portfolios and pension funds with an emphasis on capital preservation. We pay particular attention to making sure you understand investment risk when making our recommendations. We encourage on-going dialogue with our clients, as we are aware your personal circumstances change, as does financial legislation. We aim to.
We have over 40 years experience to call upon within the firm, and our aim is to provide you with a tailor-made financial planning solution.
Elementary Investments was formed in 1998 and our two advisers, Joe and Saranjit have been working together since the start of the millennium. They are both stakeholders in the company. Our administration centre is in Slough, and most of our clients live in the London area and the South East. We do, however, have clients are spread across all part of the UK, with some living abroad.
Location & Hours
72 Stoke Road
