Elite Financial Planning Limited

: 45 Shepherds Mead, Dilton Marsh, Westbury, Wiltshire, BA13 4DX

: FCA Number: 711851

Offering a comprehensive range of financial services, Elite Financial Planning Limited specialises in life and investment planning, retirement advice, and pensions. Regulated under the FCA (711851), they maintain an unwavering focus on providing regulated advice that's tailored to individual needs. Centrally located in Dilton Marsh, near Westbury, their services extend across Wiltshire and surrounding areas. Their team thrives on guiding clients through life's financial milestones, often forming long-term relationships rooted in trust. While they cater to diverse clientele, they are especially adept at assisting first-time investors in making informed decisions. Reach them at 45 Shepherds Mead, BA13 4DX, Westbury, Wiltshire. With Elite Financial Planning, your finances are in secure hands.

Their team includes one financial adviser. Check FCA registration here.

Elite Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Elite Financial Planning Limited from the Motorway

From the M4:
Proceed to junction 17, whereupon you should take the A429 / A350 exit towards Cirencester / Chippenham. Upon reaching Stanton St Quintin, opt for the fourth exit onto A350. Continuing on, at Malmesbury Roundabout, prefer the third exit leading to W Cepen Way / A350. At Badger Roundabout, maintain your path on W Cepen Way / A350 by taking the second exit. At the following roundabout, keep to the right and continue on the same route. When you reach Bumpers Farm Roundabout, choose the third exit, which keeps you on W Cepen Way / A350.
Remain on W Cepen Way / A350 by taking the second exits at the next two roundabouts. At Chequers Roundabout, stay the course by taking the third exit. At the subsequent roundabout, take the first exit, continuing onto W Cepen Way / A350. When you reach Lackham Roundabout, adopt the third exit onto A350. Similarly, at Farmers Roundabout, choose the third exit onto Western Way / A350.
On Semington Rd Roundabout, prefer the second exit to remain on Western Way / A350. At Western Way Roundabout, select the second exit onto A350. For the upcoming two roundabouts, take the second exit each time, staying on A350. At Yarnbrook Roundabout, proceed via the first exit onto Westbury Rd / A350, continuing to follow A350. At the next roundabout, decide on the second exit onto Trowbridge Rd / A350. Then take the third exit onto The Mead at the following roundabout. Proceed similarly at the next roundabout, taking the third exit onto Rosefield Way.
At the roundabout thereafter, continue straight onto Oldfield Rd, navigating through two roundabouts. You will find Oldfield Rd turns left and transforms into Mane Way. At the next roundabout, choose the second exit onto A3098. At the following roundabout, select the third exit onto Tanyard Way / B3099. Then at the roundabout that follows, take the second exit onto High St / B3099, proceeding through one roundabout.
At the subsequent roundabout, remain on High St / B3099 by taking the second exit. Make a right turn onto Shepherds Mead and then a left to stay on Shepherds Mead. You will find your destination on the right.

List of advisers under Elite Financial Planning Limited:

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