Tom Wheatley
Independent Financial Advisor at Elevate Financial Solutions Ltd- Claim this Profile
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Bio
Dan Singer
Tom is a fantastic Financial adviser / Mortgage Broker. He is my go to guy for every matter relating to buying a new property or re mortgaging. His professionalism is second to none and nothing is too much for him - Every deal we make is quick, simple and stress free. I highly recommend Tom
Lee Sheppard
We used Tom on a number of requests and he was knowledgeable, friendly and really happy to discuss in detail the best routes for ourselves. I would recommend Tom and appreciate the experience he was able to share with us.
Dan Singer
Tom is a fantastic Financial adviser / Mortgage Broker. He is my go to guy for every matter relating to buying a new property or re mortgaging. His professionalism is second to none and nothing is too much for him - Every deal we make is quick, simple and stress free. I highly recommend Tom
Lee Sheppard
We used Tom on a number of requests and he was knowledgeable, friendly and really happy to discuss in detail the best routes for ourselves. I would recommend Tom and appreciate the experience he was able to share with us.
Dan Singer
Tom is a fantastic Financial adviser / Mortgage Broker. He is my go to guy for every matter relating to buying a new property or re mortgaging. His professionalism is second to none and nothing is too much for him - Every deal we make is quick, simple and stress free. I highly recommend Tom
Lee Sheppard
We used Tom on a number of requests and he was knowledgeable, friendly and really happy to discuss in detail the best routes for ourselves. I would recommend Tom and appreciate the experience he was able to share with us.
Dan Singer
Tom is a fantastic Financial adviser / Mortgage Broker. He is my go to guy for every matter relating to buying a new property or re mortgaging. His professionalism is second to none and nothing is too much for him - Every deal we make is quick, simple and stress free. I highly recommend Tom
Lee Sheppard
We used Tom on a number of requests and he was knowledgeable, friendly and really happy to discuss in detail the best routes for ourselves. I would recommend Tom and appreciate the experience he was able to share with us.
Experience
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Elevate Financial Solutions Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Aug 2012 - Present
We provide services to help you improve your financial plans. We aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Elevate Financial Solutions, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand. Holistic Financial Planning: Short and long-term investments Retirement planning Estate planning Mortgages: First time buyers Remortgages Buy-to-let Development & Bridging finance Commercial mortgages Pensions: Personal Pensions Workplace Pensions Auto enrolment solutions Consolidation plans Family & Mortgage Protection: Life Insurance Serious Illness Cover Income Protection Private Medical Insurance General Insurance: Buildings & Contents insurance Unemployment Cover Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority do not regulate some buy to let mortgages. The Financial Conduct Authority do not regulate on Commercial Mortgages. The value of pension and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority do not regulate on Estate Planning.
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Nationwide Building Society
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Financial Consultant
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Jul 2005 - Jul 2012
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Education
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2016 - 2016
ifs University College
Certificate of education in Long Term Care Insurance -
The London Institute of Banking & Finance
CemAp -
2011 - 2012
ifs University College
Diploma for Financial Advisers, Certificate in Mortgage Advice and Practice -
1998 - 2004
Langley Park School
Community
