Our services

Elson Associates provides services for clients who choose their own invesments, and in the process save them potentially £££s. Not only do we do this by saving you money on both the initial and annual charges, but also by offering our clients the tools and information to monitor the performance of their investments.
Our Services

Everyone wants to make their money work a bit harder, whether it's to feather their nest for a more comfortable retirement, pay school fees, repay a mortgage, or just save for a sunny day!

Whilst building society and bank deposits are an important part of an investment portfolio, they are unlikely to grow at a significant pace, and inflation will eat into the real value of these investments.

When it comes to delivering good long-term returns, equity-based investments, including ISAs, unit trusts and investment bonds have historically performed best. However, high set up charges and ongoing fees can erode returns and have often deterred potential investors.

Best of both worlds

By investing through Elson Associates you can have the 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 as we obtain advantageous terms for our clients through our direct contact with the investment providers and fund supermarkets.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.

Always try to make the most of current tax concessions. The New Individual Savings Account (NISA) which came into effect on 1 July 2014 offers returns which are free of income and capital gains tax. You can browse this website for futher information on NISAs including current allowances.

Less than the price of a cup of coffee

Once you have decided how you want to invest your money, we can provide you with:

  • An extremely cost-effective way to invest and hold your investments. You'll pay no initial charges on thousands of funds through Aegon and Fidelity FundsNetwork and a low ongoing broker fee of just 0.19%. That's just £19 each year on a portfolio valued at £10,000 - less than the price of a cup of coffee each month at your favourite high street cafe!
  • Access to a wide choice of savings and investment plans offered by the UK's major investment providers and life assurance companies.
  • A fast, efficient and accurate service - with over 20 years experience in discounting investments for our clients, we have the knowledge, expertise and experience to be the ideal one-stop shop for all your investment needs.

Boost your investments

Now that brokers have to charge fees for their services instead of receiving commission payments, you can make spectacular savings by opting for a broker with low charges.

These substantial savings equate to improved returns, boosting your investments and leaving you with more money in your pocket - just where it belongs!

Why not compare our charges to what you're currently paying on your existing investments held outside our agency? You might find we are significantly cheaper.

Many investors still hold commission-included funds, even if they invested directly with the fund manager - in most cases still paying at least 1.5% each year in annual management charges. We can now arrange for the vast majority of these funds to be converted to 'clean' commission-free funds with lower annual charges.

So whether you hold investments through another agent or directly with the fund manager, you can easily transfer them to our agency and start to make savings almost immediately.

What we do for you

  • Save you up to 5.5% in initial charges on unit trusts, ISAs and many other types of investments
  • Send you regular six-monthly fund monitoring and consolidated valuation reports, free of charge
  • Allow 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

Why not take a look at what some of our existing customers say about our services.