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Elson Associates plc Avaliações 

68
•
O TrustScore é 4.5 de um total de 5

4,7

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

Elson were quick to respond to my emailed questions. This led to a telephone call with a very knowledgable and helpful Elson employee. I hold Elson in very high regard and have no hesitation in reco... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

I made an elementary mistake which would have resulted in the loss of my ISA status on realisation of some securities. I realised this after spotting the wood through the trees, phoned Elsons and they... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 4 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Detalhes da empresa

  1. Serviços de Investimentos
  2. também em
  3. Consultor Financeiro
  4. Empresa de Investimentos
  5. Gerenciamento de Fundos
  6. Serviço financeiro não-bancário
  7. Serviços Financeiros Alternativos

Sobre Elson Associates plc

Escrito pela empresa

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

Escrito pela empresa

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!

Informações de contato

4,7

Excelente

O TrustScore é 4.5 de um total de 5

68 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,7

Todas as avaliações

(68)

14 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

Always a friendly and helpful service

Always a friendly and helpful service. Have provided reassuring help to grateful elderly account holders.

22 de fevereiro de 2025
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Resposta da Elson Associates plc

Thank you for your review. Your kind feedback is very much appreciated.

Avaliado com 5 de um total de 5 estrelas

The gentlemen I spoke to quickly…

The gentlemen I spoke to quickly understood my requirements and assisted me in achieving them.

NB
I am unsure of the dates that I contacted Elsons, but I believe it was mid to end of January

28 de janeiro de 2025
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Resposta da Elson Associates plc

Thanks. Our staff have been here a very long time and are extremely experienced.

Avaliado com 3 de um total de 5 estrelas

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 de fevereiro de 2025
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Resposta da 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.

Avaliado com 5 de um total de 5 estrelas

Very helpful staff

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

19 de fevereiro de 2025
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Resposta da Elson Associates plc

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

Avaliado com 5 de um total de 5 estrelas

Information always forthcoming.

Information always forthcoming.
Feel I can rely on Elson.

19 de fevereiro de 2025
logotipo da Elson Associates plc

Resposta da Elson Associates plc

We really appreciate these comments and your trust in our company! Thank you.

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