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
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See what reviewers are saying
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
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
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
- Investment service
- Alternative Financial Services
- Financial advisor
- Fund management company
- Investment company
- 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
5 Queen Street, Kings Hill, ME19 4DA, West Malling, United Kingdom
- 0800 0961111
- info@elsonassociates.com
- elsonassociates.com
A prompt and efficient service.
9 February 2025
Reply from Elson Associates plc
Dear Mr Walker,
Thank you for your review.
Your kind comments are very much appreciated and we are happy you find our service prompt and efficient.
All good thankyou
10 March 2025
Reply from Elson Associates plc
Dear Mrs Tearle,
Thank you for your review and kind feedback. It is very much appreciated.
Helpful and knowledgeable staff
I am not really very savvy in investment matters and my needs are relatively straightforward I guess however I have always found whoever answers my queries at Elsons that I invariably receive guidance and explanation which I can understand
10 March 2025
Reply from Elson Associates plc
Dear Mr Dunn,
Thank you for your review.
We appreciate your kind feedback and are happy you find our service helpful.
Excellent service.
Been with them for many years and they always provide an excellent service.
10 March 2025
Reply from Elson Associates plc
Dear Mr Till,
Thank you for your reply. We are pleased to hear you are happy with our service.
Misleading info saying change…
Misleading info saying change tofidelity would be cheaper...it isnt
1 December 2024
Reply from Elson Associates plc
Thank you for your review.
Moving your investment to the Fidelity platform has reduced the annual charges you were previously paying. We would like to take the opportunity to explain this in further detail and will reply to you shortly under separate email cover.
If you would like to discuss this with us in further detail, please do not hesitate to contact us on our freephone number 0800 096 1111.
Always a timely telephonic response…
Always a timely telephonic response when you ring Elson
11 February 2025
Reply from Elson Associates plc
That's great to know, thanks for your review.
Funds & fund information secure
Funds & fund information secure, rankings table very useful, reliable communication.
25 February 2025
Reply from Elson Associates plc
Dear Mr Hanson,
Thank you for your review. Your positive feedback is very much appreciated.
got all the information I needed to…
got all the information I needed to manage my investments
20 February 2025
Reply from Elson Associates plc
Thank you for your review. We are pleased to hear that you found our service helpful.
Reply from Elson Associates plc
Thank you for your review. It is very much appreciated.
Reply from Elson Associates plc
Dear Mr Goodall,
Thank you for your kind review.
It is nice to hear you trust and appreciate the service we have provided you with over the years.
Reply from Elson Associates plc
Thank you for your review. We are pleased to hear you find our service helpful.
You did not handle my complaint fairly
22 February 2025
Reply from Elson Associates plc
Dear Mr Bell,
Thank you for your review.
We have checked our records and are unable to find any complaints that you have raised against Elson Associates.
Please call us on our freephone number (0800 096 1111) to discuss in further detail.
Kind regards,
Elson Associates
Great service and communication
22 February 2025
Reply from Elson Associates plc
Thank you for your review. We appreciate your kind comments.
Always a friendly and helpful service
Always a friendly and helpful service. Have provided reassuring help to grateful elderly account holders.
22 February 2025
Reply from Elson Associates plc
Thank you for your review. Your kind feedback is very much appreciated.
The gentlemen I spoke to quickly…
The gentlemen I spoke to quickly understood my requirements and assisted me in achieving them.
NB
I am unsure of the dates that I contacted Elsons, but I believe it was mid to end of January
28 January 2025
Reply from Elson Associates plc
Thanks. Our staff have been here a very long time and are extremely experienced.
Very efficient and professional.
19 February 2025
Reply from Elson Associates plc
Thank you for your comments, this is great to hear.
Value of Service
When I have contacted the company they respond effectively. I am never quite sure however what they deliver that cannot be achieved by direct contact with a investment house such as Fidelity.
19 February 2025
Reply from Elson Associates plc
Hi Mr Blake, we appreciate your comments. There are many benefits to investing via Elson Associates rather than going direct to Fidelity. If for example a client has investments held with different platforms or directly with the fund manager, we consolidate these for valuation and fund monitoring purposes, something Fidelity cannot do, nor will they inform you of poorly performing funds and compare them to their peers. We are also one of only a handful of UK brokers that have access to a specialised administration team at Fidelity. By contacting us, queries and issues are prioritised and dealt with promptly and reported back by ourselves.
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