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Elevation Wealth Management

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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.

29/10/2026

Halloween is the season for things that go bump in the night, but some of the scariest surprises are the ones that affect your finances and your family's future.

So this Halloween, we're exploring six frightening estate planning mistakes and the practical steps you can take to help protect your family's financial future.

Read our latest seasonal article in full here: https://f.mtr.cool/zv9xtsr1ob

20/10/2026

Preparing for year-end movements is not about trying to predict every market shift or making dramatic changes in response to short-term headlines.

Instead, it is about understanding the factors that may affect your investments, maintaining a considered approach to risk and ensuring your portfolio continues to reflect your individual circumstances.

At Elevation Wealth Management, we recognise that every investor has different priorities, timeframes and ambitions.

Read our complete article here: https://f.mtr.cool/98tdy9ytdn

15/10/2026

Financial security is about more than the balance of your bank account or the value of your investments. It is about having the confidence to make decisions, prepare for life’s uncertainties and work towards the future you want for yourself and your family.

By bringing the different elements of your financial life together, you can build a clearer picture of where you stand today and the steps that may help you move towards a more secure tomorrow.

Read our full article here: https://f.mtr.cool/initutzzz4

14/10/2026

We’re delighted to announce that Elevation Wealth Management has been acquired by Cador Wealth, marking an exciting new chapter for our business, our clients and our team.

Founded by Tony Smith in 2011, we’ve grown to advise approximately 3,000 clients, overseeing around £800 million in assets under advice. Joining Cador Wealth gives us an exciting opportunity to build on these strong foundations and support our next stage of growth.

Importantly, Elevation Wealth Management will continue to be our client-facing advice brand, with clients continuing to be supported by the advisers they know and trust.

As part of Cador Wealth’s ambitious five-year growth strategy, we’ll benefit from further investment in technology, people and our client proposition, helping us enhance the service we provide while remaining focused on what matters most: our clients.

Tony Smith, Founder of Elevation Wealth Management and now Chief Commercial Officer said:

“What attracted me to Cador wasn’t simply the opportunity to continue growing the business, but the shared ambition to build on what we’ve already achieved and invest significantly in the next stage of Elevation’s development.”

We’re incredibly proud of what we’ve built over the past 15 years and excited about what lies ahead.

Read the full announcement using the link in our bio

08/10/2026

For those who joined us at Colwick Hall in September, you’ll remember an excellent session from Max Thowless-Reeves, Investment Director at Blackwood Asset Management.

Max’s slightly contrarian view of asset management provided a refreshingly honest, unfiltered perspective on what is really happening in markets — with bond prices reaching record highs while equity markets continue to rise, fuelled in part by the onward march of AI.

But what does this mean for investors as we move towards 2027?

Find out at our next Blackwood Briefing — a live webinar where Max will bring us up to date with his latest views on current market dynamics, the forces shaping markets, and what he believes could lie ahead.

Join us at 11:00am on Thursday 12th November for the next Blackwood Briefing and hear Max’s take on where markets go from here.

To register please email: [email protected]

05/10/2026

A landmark victory for Oracle Red Bull Racing! 🏆

We would like to congratulate Jon Crankshaw and the entire Oracle Red Bull Racing team on their first win powered by their very own in-house power unit — a truly historic achievement that marks a new chapter in motorsport.

This extraordinary success is a testament to the team’s bold innovation, relentless determination and world-class engineering. From concept to competition, they have transformed ambition into victory and demonstrated what is possible through vision, teamwork and technical excellence.

We’re especially proud of Jon and thankful for his contribution to sharing the stories behind the people, technology and progress that continue to shape motorsport.

Jon has been part of our journey for several years, writing an article for us back in 2021, when this journey was just beginning. More recently, we were delighted to have Jon involved in our Annual Conference in Birmingham and at a client event we held at The Shard in the summer, where he shared his knowledge, experience and passion for the industry.

To now see this journey reach such an incredible milestone makes this victory even more special for all of us at Elevation.

Congratulations to Jon and the entire Oracle Red Bull Racing team on an unforgettable milestone and a remarkable piece of history! 🏁⚡🏆

30/09/2026

Yesterday, we had the pleasure of bringing together our clients and business partners at Colwick Hall in Nottingham for a fantastic event.

We were delighted to welcome Matthew Hoggard MBE, who gave us a fascinating insight into his life before, during and after his professional cricket career.

Matthew spoke openly about his cricket career, from representing England to his experiences during the unforgettable 2005 Ashes series. With 67 Test appearances and 248 Test wickets, he was a key part of one of England’s most memorable cricketing eras.

What made it particularly enjoyable was hearing about the person behind the cricketer — the highs, challenges, lessons learned and what life looks like after stepping away from the game. His stories and humour certainly gave everyone plenty to talk about. A big thank you to Matthew for joining us and sharing his stories.

Thank you to Max Thowless-Reeves of Blackwood Asset Management for being part of the day giving us an insight into the current landscape of the UK & global markets alongside our team at Elevation Wealth Management.

Most importantly, thank you to all our clients and business partners who joined us. It was a great day of conversation and networking in a fantastic setting.

15/09/2026

Today we were at the beautiful Moor Hall for our Estate Planning Seminar, giving guests an insight into estate planning, what it involves, and why it’s so important when preparing for the future.

It’s a great opportunity to share knowledge, answer questions, and help guests understand how effective planning can protect their wealth and the legacy they leave behind.

We’re pleased to announce upcoming Estate Planning Seminars at:

📍 29th September – Colwick Hall, Nottingham
🕑 2:00pm

📍 10th November – Sopwell House, St Albans
🕙 10:00am & 2:00pm

If you’d like to attend one of our seminars, please call our office or email [email protected] for more information and to book your place.

We look forward to welcoming you and helping you take the next step towards planning and protecting your future.

08/09/2026

Back at Sopwell House, St Albans today for our estate planning seminar.

Estate planning isn’t just about what happens to your wealth when you die. It’s about making sure your wishes are understood, your loved ones are protected, and your assets are structured in the right way for the future.

Today’s discussions are covering important areas including Wills, Inheritance Tax, trusts, lifetime gifting, succession planning and Lasting Powers of Attorney.

A great opportunity to step back, review your plans and consider whether your current arrangements still reflect your family’s circumstances and your long-term goals.

Planning today can make a significant difference tomorrow.

StAlbans SopwellHouse

29/08/2026

2026 has continued to demonstrate why maintaining a long-term perspective matters. Economic uncertainty, changing interest-rate expectations, geopolitical developments and movements in energy prices have all contributed to periods of market volatility.

For investors, the challenge is not necessarily to avoid volatility. It is to understand how a financial plan can remain resilient when markets are unpredictable.

Read our August Investment insight here: https://f.mtr.cool/r1kjn62y2r

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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