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Elson Associates plc Reviews 62

TrustScore 4.5 out of 5

4.6

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See what reviewers are saying

Rated 5 out of 5 stars

Have various investments with Elson Assoc after they took the Close Bros customers who deal execution only. They wrote to me about transferring ISA investments to Fidelity to save money on commission... See more

Company replied

Rated 5 out of 5 stars

I have used this company for many many years (25+ I think), and so did my father. I wouldn't go anywhere else, the service is beyond exceptional. This is a well mannered company with seriously high... See more

Company replied

Rated 4 out of 5 stars

Good review on level achieved but would be good if the difference between the previous period and the latest one was recorded. Having said that, the transfer to Fidelity has been really good and th... See more

Company replied

Rated 5 out of 5 stars

I have for many years been impressed by the courteous and helpful service provided by the team at Elson. Most recently I was unsure of the steps I needed to take following a bereavement. The team were... See more

Company replied

Company details

  1. Investment Service
  2. Alternative Financial Service
  3. Financial Consultant
  4. Fund Management Company
  5. Investment Company
  6. Non-Bank Financial Service

About Elson Associates plc

Written by the company

Elson Associates has been at the forefront of the investment discount market for over 30 years. We've transacted over £1.7 billion in investments for over 80,000 clients during that period and saved investors tens of millions of pounds in investment charges.

We don't offer advice however we provide you with valuable tools and personalised information helping you make decisions about your investment strategy.

What we can do for you

  • Offer extremely competitive low cost fees when investing with two of the UK's largest Fund Supermarkets, Aegon and Fidelity FundsNetwork. The size of assets under our management allows us to receive advantageous terms not available through other brokers.
  • Send you regular six-monthly fund monitoring and consolidated valuation reports, free of charge.
  • Encourage 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.

elsonassociates.com

Written by the company

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. 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.
Price of a cup of coffee
An extremely cost-effective way to invest and hold your investments. You'll pay no initial charges on thousands of funds through Fidelity FundsNetwork and Aegon and a low ongoing broker fee of just 0.35%. That's just £35 each year on a portfolio valued at £10,000 - about the same as the price of a cup of coffee each month at your favourite high street café!

Contact info

4.6

Excellent

TrustScore 4.5 out of 5

62 reviews

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Rated 5 out of 5 stars

Very helpful staff

Very helpful staff, easy to open and transfer ISA's, competitive fees.

February 19, 2025
Elson Associates plc logo

Reply from Elson Associates plc

This is really great to hear, glad you are happy with our services.

Rated 5 out of 5 stars

Information always forthcoming.

Information always forthcoming.
Feel I can rely on Elson.

February 19, 2025
Elson Associates plc logo

Reply from Elson Associates plc

We really appreciate these comments and your trust in our company! Thank you.

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