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Elson Associates plc Recensioni 63

TrustScore 4.5 su 5

4,6

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Valutata 5 stelle su 5

James went above and beyond to solve my problem and responded quickly and efficiently in doing so. Excellent.

L'azienda ha risposto

Valutata 5 stelle su 5

Have various investments with Elson Assoc after they took the Close Bros customers who deal execution only. They wrote to me about transferring ISA investments to Fidelity to save money on commission... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

I have used this company for many many years (25+ I think), and so did my father. I wouldn't go anywhere else, the service is beyond exceptional. This is a well mannered company with seriously high... Leggi di più

L'azienda ha risposto

Valutata 4 stelle su 5

Good review on level achieved but would be good if the difference between the previous period and the latest one was recorded. Having said that, the transfer to Fidelity has been really good and th... Leggi di più

L'azienda ha risposto

Dettagli dell'azienda

  1. Servizio di investimenti
  2. Servizi finanziari alternativi
  3. Consulente finanziario
  4. Azienda di gestione fondiaria
  5. Azienda di investimenti
  6. Servizi finanziari non bancari

Informazioni su Elson Associates plc

Scritti dall'azienda

Elson Associates has been at the forefront of the investment discount market for over 30 years. We've transacted over £1.7 billion in investments for over 80,000 clients during that period and saved investors tens of millions of pounds in investment charges.

We don't offer advice however we provide you with valuable tools and personalised information helping you make decisions about your investment strategy.

What we can do for you

  • Offer extremely competitive low cost fees when investing with two of the UK's largest Fund Supermarkets, Aegon and Fidelity FundsNetwork. The size of assets under our management allows us to receive advantageous terms not available through other brokers.
  • Send you regular six-monthly fund monitoring and consolidated valuation reports, free of charge.
  • Encourage you to set up a free online account so that you can view your investments in one consolidated view online, including their values, updated on a daily basis and their comparative performances over different time periods. You can also view and edit personal information securely, once logged into your account.
  • Give you access to free information online including general performance statistics and fund fact sheets helping you to make better informed decisions when considering your investment options.
  • Provide experienced administrative help and support as and when you need it.

elsonassociates.com

Scritti dall'azienda

Best of both worlds
You can invest in top-performing investments with the potential to earn high returns, and you will normally pay no initial charges and low ongoing fees. That means more cash to enjoy the things in life you work so hard for.
Determine your goals
There are lots of different ways of saving and investing money and many different types of investments to choose from. Some plans offer high returns for high risk. Others take a safer route to help protect your capital and pay a dependable income. The one(s) you select will depend on your current financial position and your objectives for the future.
Price of a cup of coffee
An extremely cost-effective way to invest and hold your investments. You'll pay no initial charges on thousands of funds through Fidelity FundsNetwork and Aegon and a low ongoing broker fee of just 0.35%. That's just £35 each year on a portfolio valued at £10,000 - about the same as the price of a cup of coffee each month at your favourite high street café!

Informazioni di contatto

4,6

Eccellente

TrustScore 4.5 su 5

63 recensioni

5 stelle
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Valutata 3 stelle su 5

Value of Service

When I have contacted the company they respond effectively. I am never quite sure however what they deliver that cannot be achieved by direct contact with a investment house such as Fidelity.

19 febbraio 2025
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Risposta di Elson Associates plc

Hi Mr Blake, we appreciate your comments. There are many benefits to investing via Elson Associates rather than going direct to Fidelity. If for example a client has investments held with different platforms or directly with the fund manager, we consolidate these for valuation and fund monitoring purposes, something Fidelity cannot do, nor will they inform you of poorly performing funds and compare them to their peers. We are also one of only a handful of UK brokers that have access to a specialised administration team at Fidelity. By contacting us, queries and issues are prioritised and dealt with promptly and reported back by ourselves.

Valutata 5 stelle su 5

Very helpful staff

Very helpful staff, easy to open and transfer ISA's, competitive fees.

19 febbraio 2025
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Risposta di Elson Associates plc

This is really great to hear, glad you are happy with our services.

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