Elite Wealth Management (EWM) UK, a Penzance-based independent financial advice provider, is planning to expand its client base, following the recent appointment of its fifth adviser Neil Bullen.
Bullen is a former adviser with Worldwide Financial Planning, and comes with 18 years of experience in the industry.
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EWM managing director Alan Powell was quoted by The Cornishman as saying that their business philosophy is based on building solid relationships with clients founded on trust and integrity.
"The client always comes first for us and we are happy to discuss things through with people in the comfort of their own homes. The company is going from strength to strength but that is thanks to the loyalty of our customers," Powell added.
The EWM currently has a client base across Cornwall, the South East and the Isles of Scilly. Additionally, it has clients in Spain, Portugal and the Middle East.
EWM further aims to expand the business to cover whole of Cornwall and Devon.
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