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Elevation Wealth Management

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Elevation Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Elevation Wealth Management, Financial service, Birmingham.

Privately owned, with offices in Birmingham, London and Nottingham, Elevation Wealth Management Limited provides business and private individuals with clear, independent advice with professionally managed financial solutions.

02/06/2026

Looking forward to today’s Estate Planning Seminar at Colwick Hall, Nottingham.

Estate planning is about more than writing a will – it’s about protecting your assets, providing for your loved ones, and ensuring your wishes are carried out with confidence.

If you’re attending, we look forward to meeting you and discussing how careful planning can help secure your family’s future.

📍 Colwick Hall, Nottingham
📅 Today

Nottingham ColwickHall

22/05/2026

Join us at our upcoming Estate Planning Seminars and discover how careful planning today can help protect your loved ones tomorrow.

We’ll be hosting events at:

* Colwick Hall, Nottingham – Tuesday 2nd June
* Moor Hall Hotel, Sutton Coldfield – Tuesday 30th June

Our expert team will cover key estate planning topics, including protecting your assets, planning for the future, and ensuring your wishes are carried out with confidence.

Sessions available at both venues:
• Morning Session: 10:00am – 12:00pm
• Afternoon Session: 2:00pm – 4:00pm

Places are limited, so booking is recommended by emailing [email protected] or ringing us on 0121 4110 488

12/05/2026

We’re at Sopwell House, St Albans today for our next round of Estate Planning Seminars, discussing everything estate planning from wills and trusts to protecting family wealth for future generations.

05/05/2026

We were proud to host our annual conference at the Everyman Cinema in Birmingham on Thursday 23rd April 2026

The day kicked off with a warm welcome from our hosts, Francesca Frangskou and Healey Phillips-Payne, setting the tone for an inspiring and insightful event. We reflected on our achievements from 2025 and shared our vision for the future as a business.

We also heard valuable market insights from Max Thowless-Reeves of Blackwood Asset Management, alongside an engaging and thought-provoking session from Jonathan Crankshaw, Operations Director at Oracle Red Bull Racing Formula One Team, who gave a fascinating look into high performance at the very top level.

To round off the day, we celebrated our Pride Awards, recognising colleagues who embody our core values: Performance, Results, Integrity, Development, and Elevation.

Congratulations to our winners:
Performance Award: Dan Watkiss
Results Award: Joe Pemberton
Integrity Award: Francesca Frangskou
Development Award: Healey Phillips-Payne
Elevation Award: Vicki Taylor

A fantastic day celebrating success, collaboration, and the journey ahead.

28/04/2026

We’re delighted to be back at Moor Hall in Sutton Coldfield for our latest round of Estate Planning Seminars.

These sessions are designed to help families take control of their future—providing clear, practical guidance on protecting assets, reducing potential inheritance tax, and ensuring your wishes are carried out with confidence.

It’s always a pleasure to meet so many individuals and families who are taking proactive steps to secure what matters most.

If you’d like to learn more about our upcoming seminars or how we can support your estate planning journey, click the link in our bio.

21/04/2026

Our advisors recently attended the 15th Annual Soldius Conference at Wembley Stadium, ensuring we remain at the forefront of supporting families as they navigate legacy protection and the great wealth transfer.

With upcoming changes to pensions and inheritance tax rules, these insights are more valuable than ever. It’s anticipated that the number of estates subject to inheritance tax could double over the next decade.

We’re committed to staying ahead of the curve so we can continue guiding our clients with clarity and confidence.

We’re also proud to share that we received the Distinction in Estate Planning Award—recognition of our ongoing dedication to delivering expert advice and exceptional client support.

20/02/2026

Preparing for a family wealth meeting can feel daunting, but a thoughtful approach can make the conversation clearer and more constructive.

👉 Read our latest blog in our bio to learn more.

27/01/2026

The Elevation Estate Planning Seminar Roadshow continues into 2026!

Our latest estate planning seminar took place at the beautiful Moor Hall, Sutton Coldfield, where over 80 attendees joined us for an informative and engaging session.

The seminar covered essential topics including wills, trusts, and estate planning, and was expertly presented by Chartered Practitioner and Wealth Manager, Alison Parker.

For further information about our programme of seminars taking place throughout the year, please contact
📧 [email protected]

15/01/2026

We held our latest Blackwood Asset Management Quarterly Briefing & Q&A session on Thursday 15th January 2026.

Our Managing Director, Tony Smith, was joined by Blackwood Investment Manager, Max Thowless-Reeves to discuss recent market developments and outline how Blackwood is positioning its strategy for 2026.

If you have any questions about the briefing or any financial queries please contact your IFA, or let us know at [email protected]

The Blackwood briefing will be back again soon.

See a recording of the briefing now in the link in our bio

14/01/2026

📍 Estate Planning Seminars

Join us for our next round of Estate Planning Seminars, hosted at two beautiful venues:

🏠 Moor Hall, Sutton Coldfield, B75 6LN
📅 Tuesday 27th January 2026
🕙 Morning Session: 10:00am – 12:00pm
🕑 Afternoon Session: 2:00pm – 4:00pm

🏠 Oakley Hall, Basingstoke, RG23 7EL
📅 Tuesday 10th February 2026
🕙 Morning Session: 10:00am – 12:00pm
🕑 Afternoon Session: 2:00pm – 4:00pm

Learn how to protect your assets, plan for the future, and gain peace of mind with expert guidance.

📩 Limited spaces available – book your place today by emailing
[email protected] or use the link in our bio.

Address

Birmingham
B357AZ

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5am
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.elevation-wm.co.uk/

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