We specialise in financial planning and wealth management advice, with the emphasis on providing exemplary client care. Our aim is to offer you tailor-made financial solutions. We have over 40 years’ experience to call upon within the firm of providing our clients with the help they need to achieve their goals.
Formed in 1998, 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 our clients are nationwide, with some living abroad.
Our objective is to create lasting business relationships. Many of our clients are still on board from our earliest days. At Elementary Investments we have a detailed knowledge of all aspects of our business and we offer a bespoke service. Over time, through effective client relationship management, we get to know our clients in a way that enables us to advise on even the most complicated personal and family matters.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.