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Take a look at what our customers have to say about us at Elite VPA.

Superb Job and a Real Pleasure

Clare helps me manage the back office side of my business. She does a superb job for me and is a real pleasure to work with.  I recommend her services without hesitation.

Simon Latham, Managing Director, Sandgate Wealth Management - 24th Mar 2021

Enabled My Business To Flourish

Working with Clare has enabled my business to flourish.

Clare has exceptional skills with managing my diary and booking client meetings, not to mention taking the vast majority of Administration away from me. We have developed such a level of trust since working together that I can now happily focus my time on client servicing / acquisition, marketing and running my business.

Clare and her team have been proactive with taking on new technologies and responsibilities; which adds further peace of mind. In summary, my business wouldn’t be where it is today without the support my Practice receives from Clare.

Andrew Leppard, Principal at Portsdown Wealth Management - 17th Feb 2021

Peace Of Mind To Know My Clients Are In Such Good Hands

I have worked with Clare for over a year now. I honestly don't know how I would run my business without her and Leila. They are both super organised and very efficient.

It gives me peace of mind to know my clients are in such good hands. Thank you Clare and Leila.

Melanie Roberts, Director, Melanie Roberts Wealth Management - 15th Feb 2021

A Great Team & I Recommend Working With Them!

Clare and the team provide exceptional service at great value. They can be trusted to autonomously take on roles and provide process solutions, as well as efficiently undertake routine client correspondence.

A great team and I recommend working with them!

Tom Worley, Director, Worley Financial Associates - 15th Feb 2021

Invaluable In Helping Me Build My Business

Clare and her team at Elite have been invaluable in helping me build my business in this challenging time.

It adds real value to my practice to know I have the understanding and professionalism of the team supporting my Clients and enabling me to build stronger relationships.

I look forward to working and growing our businesses together over the coming years.

Neal Hallett, Director, Hallett Wealth Management - 15th Feb 2021

Highly Skilled, Knowledgeable, Efficient and Very Organised

Clare is fantastic. She is highly skilled, knowledgeable, efficient and very organised. She has made a real difference to my business and our operations. I would be lost without her and cannot recommend  her highly enough.

Emma Mead, Company Director at Mead Wealth Management Limited - 23rd Nov 2020

Couldn't Run My Practice Without Her

I have been working with Clare for almost a year now and to be honest I couldn't run my practice without her. I find it slightly unnerving how quickly she and her team are able to do things which I know would take me far, far longer. The scope of what she can cover is incredibly broad which makes her a fabulous one-stop shop for my back office. I can't recommend her highly enough. Thank you Clare and Team.

Sheena Parker, Associate Partner at St. James's Place Wealth Management - 3rd Nov 2020

Open, Approachable and Brutally Efficient

Clare was recommended to me when she was starting her business and, on meeting her, impressed at first sight with her depth of knowledge and understanding of the processes and systems required to deliver outstanding support. Specifically, she is open, approachable and brutally efficient and i have been more than happy with the value she has delivered to our business. Keep it up!

Michael Man, Director, MKM Wealth Management - 2nd Nov 2020

Brings a Level of Efficiency to my Business

I have been working with Clare as my Practice Manager for the past year and I have found her to be extremely supportive as I have been building my practice. She is knowledgeable around systems and processes which brings a level of efficiency to my business, which I had not previously had. My clients enjoy their interactions with her and comment on her level of professionalism. Clare has a great team behind her who help to ensure that all tasks are completed in a timely manner. Clare is A first class asset to any organisation.

Paul Mayhew, Paul Mayhew Wealth Management - 30th Oct 2020

Honest, Hardworking and Thoughtful

Clare has been my VPA for two years now. She is very highly experienced in this area and her support to my business has been invaluable. Clare can be described as honest, hardworking and thoughtful. She is always keen to find new ways in which to  support my company.

Adnan Mujaddadi, Director at Prime Wealth Management Ltd - 29th Oct 2020

Excellent Level of Support

Clare has been my PA for 2 years and provides an excellent level of  support to my business. I can highly recommend a Clare.

James Bourne, Chartered Financial Planner APFS, James Bourne Wealth Management Ltd - 27th Oct 2020

Organised, Supportive and Thoughtful

Clare is my VPA and I couldn't ask for a better, more well organised, supportive and thoughtful person to have on my team.  She is first class in every area.

Emily Man, Dip PFS Associate Partner, St.James's Place Wealth Management - 27th Oct 2020

Taken the Administrative Burden Away

I began my new business in July 2017 but it wasn't until the middle of 2018 that I was able to begin growing and offer my clients the full support and focus that was warranted. From that time on, Clare and her team have taken the administrative burden away from me and freed me up to help my clients. Clare's in depth knowledge and experience of Financial Advice practices and processes has made the process seamless. In the last 6 months I have taken on full-time support in my business but have every intention to continue to use Clare and her team to support my business.

Stephen Cole, Director, Cole Financial Associates Ltd. - 18th Feb 2020

Always Accurate and Well Presented

Clare is a unique individual who produces a phenomenal amount of work which is always accurate and well presented. I would thoroughly recommend her company services who want gold  standard support to improve your company's efficiency and results.

Steve Brett - 26th Oct 2018