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Elite Financial Consulting Ltd

Elite Financial Consulting Ltd

4.9(104 reviews)See reviews ↓·Bristol

About the company

Elite Financial Consulting Ltd is a financial advisory firm based in Bristol, founded in 2010. Jon Fry is a Director and took ownership of the company in 2020. He has over 21 years of experience in the financial services industry and holds the Dip PFS qualification, the CII Level 4 Diploma in Financial Planning, the CII Level 3 Certificate in Equity Release, and the LIBF Level 4 CeMap qualification, and is a member of the Personal Finance Society. The firm provides independent financial advice on mortgages, savings, investments, insurance, and pensions, and serves Bristol, The South West and South Wales.

The team includes Hannah Dinham, a Mortgage & Protection Adviser who has been in the financial industry since 2019; Kate Walby, a Mortgage & Protection Adviser who joined in February 2023; Karen Taylor, an Independent Financial Adviser who specialises in Auto-enrolment Pensions; and Kelly Gribble, a Mortgage, Equity Release and Protection Adviser. Elite Financial Consulting Ltd was named as one of the Country's Top 25 Financial Planning Companies in 2016 and again in 2018, won Mortgage Advisers of the Year 2019, and is named as Vouched for Top rated advisers and has featured in the Times Newspaper.

What customers say

Based on genuine customer reviews

Mortgage and protection advice for first-time buyers and remortgaging homeowners forms the core of the work described by clients of Elite Financial Consulting Ltd in Bristol, with named advisers Natalie Moore, Hannah Durlacher, Kate Walby, Charlie, Kelly and Sue Gollop appearing throughout the feedback. Reviews regularly refer to how clearly the mortgage process is explained, particularly for those buying a first home, describing complex areas as simplified and options set out patiently. Speed and responsiveness come up often, with advisers said to answer questions quickly, keep clients informed from application through to completion and check in without prompting.

A number of customers describe adviser-led searches for better rates, including remortgage deals, and note that mortgage protection was arranged alongside the borrowing in a way that felt seamless. The personal manner of the team is a consistent thread, with advisers described as warm, personable and knowledgeable, attentive to individual circumstances and available for calls whenever needed. Recommendations passed between family members and friends appear in the accounts, as does repeat business, and the handling of a property purchase that had previously fallen through is also mentioned. Anxieties around first-time buying were eased through steady guidance and clear communication.

Financial AdvisorMortgage broker

Reviews

Reviews are taken from publicly available sources.

SL
Suzi Lauder17 June 2026

Really pleased with how Kelly sorted my mortgage. She was warm and professional, giving a clear explanation of options. I would highly recommend her.

SJ
shanice jones3 May 2026

My husband and I had Charlie as our Mortgage Broker for buying our property after a recommendation from my husbands brother. From start to finish, Charlie was consistent in keeping us in the loop, checking in and always on hand if we had any queries or needed assistance with anything. We felt in safe hands knowing Charlie was our mortgage broker and we would highly recommend him to anyone looking for a reliable broker - thank you so much for everything, Charlie!!

SM
Sophie Mohun-Smith17 March 2026

I couldn’t recommend Elite Financial Consulting enough. I reached out after dealing with three separate mortgage advisers and all of them saying they couldn’t help or trying to push an off the high street mortgage offer with us. I had a missed payment in the past so I was lead to believe this is why (this turned out not to be true) Charlie was amazing from start to finish, he assured me he could help and by the end of the day he had us a decision in principle and then two working days later we had a full offer with a high street bank (also managed to secure the deal before the rates went up the following day) He explained the process so clearly and was on hand to answer any question I had in a friendly and professional manner. He really had our best interest in mind and we can’t thank him enough on saving the sale of our new family home! If you are struggling I advise you to reach out to Elite Financial Consulting, I wish I used them from the start and could have avoided two weeks before hand of stress and worry. If I used them from the start it would have been the easiest and calmest process I could have asked for. Thank you again and will definitely be back.

KH
Kizzy Harris10 October 2025

My partner and I are in the process of buying our first home, we used Hannah for support with the whole process. She was incredibly helpful, personable and easily simplified the more complex areas of mortgages for us to better understand. She was quick with responses and always ready to have a call with us whenever we needed to discuss things. I couldn't recommend EFC, but specifically Hannah, more.

OB
Oya Biringen-Akman3 October 2025

When I needed to remortgage my my property I found this company by recommendation by my solicitor who heard very positive reviews from other people. I had efficient and helpful advice for setting up my initial mortgage agreement and later adjustments.

OE
Ollie Elderfield27 August 2025

My experience with Elite has been smooth and easy with help from Hannah Durlacher. She has been a great help and her communication has been brilliant. I will be using her again in the future. Kate has also made the whole process of sorting mortgage protection seamless and stress free.

LW
Lauren Wilton5 July 2025

I am super happy with the services I received using Elite Financial Consulting. As a first time buyer, everything felt daunting and put of my reach but Kate Walby was outstanding. She was very patient with me and explained everything so I would understand. Any queries I had, Kate came back to me very quickly and was able to advise me on so much. I cannot thank Kate enough for all her help and would 100% recommend her services.

Financial advisers in Bristol compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 9 businesses in this category in Bristol are compared.

RankProviderRatingReviewsOpen Sat.
1Frazer James Financial Advisers★ 5,0143No
2Leaf Financial Advisers Ltd.★ 5,0110Yes
3Ellis Davies Financial Planning Ltd★ 5,050No
4Perennial Wealth★ 5,050No
5Ifamax Wealth Management Bristol★ 5,049No
8Elite Financial Consulting Ltd (this page)★ 4,9104No
Contact
+441179553791www.elitefinancialconsulting.co.ukSuite 10, Storage Giant, 821 Bath Rd, Brislington, Bristol BS4 5NL
Working hours
Monday09:30–17:00
Tuesday09:30–17:00
Wednesday09:30–17:00
Thursday09:30–17:00
Friday09:30–17:00
SaturdayClosed
SundayClosed