Elegant Wealth Management Limited

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Elegant Wealth Management Limited 25 Years of Independent Advice. A Lifetime of Financial Confidence. We Make Wealth Management Feel Refreshingly Human. Because it’s your money and your goals.

Our Mission:
To give smart advice,
delivered with friendly faces
and never any jargon. Our passion is to provide long-term sustainable relationships with clients by really getting to know them and their long terms goals. Elegant Wealth Management is a independent firm and provide a bespoke financial strategy that suits your needs. Our core values are honesty and integrity. We only advise products most beneficial to you and more importantly always ensure it remains current and accurate.

Have you got your ducks in a row for retirement? 🦆We met two clients last week planning to retire in the next six months...
13/10/2026

Have you got your ducks in a row for retirement? 🦆
We met two clients last week planning to retire in the next six months. Unfortunately, their pension funds weren't enough to cover their lifestyle—especially with 7 years left until their State Pension and mortgage payments still to cover.
Retirement planning isn't just about how much you've saved; it's about timing, the funds invested in and cash flow.
Special Melton Community Offer 🎁
We’re offering a 1-hour consultation (at our cost) to the first 5 people who ring us from this post! 01664434539
We’ll help you figure out:
✅ If your pension is actually on track.
✅ How to bridge any income gaps before State Pension age.
✅ How to get your financial ducks firmly in a row.

Elegant Wealth Management is authorised and regulated by the Financial Conduct Authority 845578

Who this is for:
Suitable for Money Purchase / Defined Contribution pensions (SIPPs, personal pots, modern workplace schemes) where investments can be actively reviewed.
(Excludes Final Salary / Defined Benefit schemes).

The value of investments and the income from them can go down as well as up, and you may not get back the full amount originally invested. Past performance is not a reliable indicator of future results.

Who’s following trends in their investments?Would you have invested in Crocs in 2002. They’re now worth £1.04 billion ($...
07/10/2026

Who’s following trends in their investments?

Would you have invested in Crocs in 2002.

They’re now worth £1.04 billion ($1.35 billion)

The average uk household spends £180 per year on shoes and Crocs have 2-3% market share of this expenditure.

Would have could have should have invested.

Most individuals don’t have the expertise to know what trends to follow. But we deal with fund managers that do.

So is your portfolio investing in the trends. Have you got the right diversity?

past performance is not a reliable indicator of future results

A massive THANK YOU to everyone who nominated and voted for us to reach the finals at the Melton BID Business Awards! 🎉🥂...
19/09/2026

A massive THANK YOU to everyone who nominated and voted for us to reach the finals at the Melton BID Business Awards! 🎉🥂
Having served Melton as financial advisor for 25 years, having Elegant Wealth Management Limited being recognized among so many incredible local businesses means the world to our team. ❤️
We had such a fun night catching up with familiar faces and meeting brilliant new ones. Huge congratulations to BlackDragon Games for taking home Best Independent Business, and well done to all the other fantastic winners and finalists! 🏆👏
A big shoutout to Melton BID for putting on such a great event and constantly championing local businesses. We’re so proud to be part of this community! 🙌✨

We’re looking for 5 new clients. We’ve recently created a little more capacity within the team, so we’re looking to meet...
07/09/2026

We’re looking for 5 new clients.

We’ve recently created a little more capacity within the team, so we’re looking to meet five new clients for October who feel they could benefit from a fresh pair of eyes on their financial plans. We’re offering the initial consultation at our own cost because we believe that first conversation should be about getting to know you, understanding your goals and seeing whether we’re the right fit — and whether we genuinely feel we can add value.

https://share.google/Yip9mQMnUmP6JXbAK

07/09/2026

I got over 20 reactions on one of my posts last week! Thanks everyone for your support! 🎉

27/07/2026
We love these kind of messages. A lovely couple of clients buying their first home in Leicestershire today. We had a few...
10/04/2026

We love these kind of messages. A lovely couple of clients buying their first home in Leicestershire today. We had a few issues with the sellers legal team but some gentle and words of persuasion from our director to the solicitor concerned and we have another completion today.

These messages mean so much to us.

Life changing things happen with our team.

We care so much about advising clients on their dream financial positions. Whether this be buying your first house right up to leaving your last house to your loved ones we can advise you on all the steps you need to take.

Your home is at risk if you do not keep up payments on your mortgage.

Address

Elegant Wealth Management Pera Business Park
Leicester
LE130PB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12am

Telephone

+441664434539

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