Elementary Investments

Reviews

1. Tim Macer ★★★★★

   We came to Elementary Investments 12 years ago with a muddle of different pensions and investments. Joe and Goldi's help in consolidating these for us and choosing investments better suited to our needs and wishes has served us extremely well. I know we would not have achieved the returns we have enjoyed without their wisdom. We have always felt we are in safe hands, and we love the online platform they use, which gives control and autonomy, and means everything is completely transparent.

   almost 2 months ago
2. David Henderson ★★★★★

   I’ve known and dealt with Goldie and Elementary Investments for a period in excess of 10 years. In this time I have found Goldie to be extremely professional, diligent and financially astute and he has been instrumental in helping me organise all my financial planning needs where I found his personal manner, approach and attention to detail whether it be savings, pensions, tax help and advice invaluable in helping me navigate to a point where I was able to retire securely. I would have no hesitation in recommending Goldie and Elementary Investments to anyone considering using their services.

   almost 2 months ago
3. SONIA BHATTI ★★★★☆

   Elementary Investments has been fantastic from start to finish. Their independent financial advice is well-researched, transparent, and fully focused on what is best for the client. They took time to break down complex topics, provided multiple investment options, and guided me with patience and professionalism. I’m extremely satisfied with their service and would confidently recommend them to anyone seeking reliable financial guidance.

   almost 2 months ago

1. John Power ★★★★★

   Elementary Investments were absolutely amazing. They helped me consolidate multiple pension pots. Advised on minimising tax on drawdowns , cashflow management and future planning. This came at a time of redundancy and knowing that I had the means to support my family while I sought employment gave me great peace of mind. My advisor was more like a personal friend checking up on me regularly and advising on ways forward. I couldn't recommend them highly enough.

   almost 2 months ago
2. suki singh ★★★★★

   I've worked with Elementary Investments and their IFA Goldie for years and their independent advice is always spot-on, tailored and genuinely helpful. No bias, just solid guidance that delivers results every time. Highly recommend for anyone seeking trustworthy financial expertise!

   almost 2 months ago

FAQs