The IFA Integration Company

“As you can imagine, handing over long standing clients (many of whom have become friends) is a challenging, indeed worrying, process. Tony, Jan and I took our time in finding the right firm and, more importantly, the right people to take on such a delicate and important task.
Three years on from the beginning of our discussions, we remain convinced that we made the right choice. Between Innovate and Elevation, I believe we made the changeover as painless as possible for our clients.”

Garry Lewis, Innovate Financial Solutions

“I have no hesitation in recommending Elevation Investment Management and Tony Smith should anyone be looking to either merge or sell their Financial Services business. For me the essential components were to identify a business partner that focussed on the needs of the client over their own, and had the admin resources and geographical spread of advisers capable of delivering effective on-going services.

So far Tony and his team have delivered with the minimal of disruption to my former clients.”

Peter Fisher, Assent Consulting LLP

“Bricar Investment Management Ltd began to work with Elevation in mid 2012 ahead of RDR and then became fully integrated a year later. This was during a period of huge change and many challenges. However we have overcome these and faced the future positively.

I have found the Elevation team very personable and extremely helpful both with me and, most importantly, my clients. After a period of bedding in we have been able to streamline the administration and the IFA process, leading to us being able to focus on client servicing and new business creation from my old London base.(This ensured continuity of contact for clients).

Matt Black has been assigned to my account and his professionalism and knowledge compliments my client bank very well. Nearly four years on the account is now going from strength to strength.”

Brian Murray, Bricar Investment Management Ltd

“We started talking to Elevation in mid summer 2015, and managed to complete our deal in November. It was evident that they were well experienced in dealing with the whole process, which was very smooth. The initial offer was consistent with the deal that completed- which breeds a lot of confidence in the relationship moving forward. But it was not just about price, very important were my clients welfare, and them feeling comfortable with the changes. So far the transition has been excellent.

Elevation have provided my account with complete focus, through Adam being assigned specifically to work with me and fully manage the transition and provide on going service. At this stage I feel very comfortable.”

Peter Green, Kerry & Green Financial Services Ltd