At Elixir Private Wealth, we understand that when you entrust us with your family’s financial future, you expect the highest levels of service and integrity. That’s why we believe it’s essential to create a lasting partnership with our clients, built on trust and transparency.
Our Culture resonates from our Strong Belief that our Clients are at the Heart of Everything We do. With this belief strongly permeating our daily life, we act in the best interests of our clients. Integrity and Professionalism are the pillars on which we provide services through Elixir Private Wealth to our small and esteemed group of clients.
Our commitment to you is to always act in your best interests, with personally tailored advice and investment options specifically selected and customised for you.
Leading the industry
You may already know that Godfrey Pembroke follows a transparent, fee-for-advice model that puts you in control of both the scope of the services you receive and their cost. But did you know that we have also led the financial advice industry in adopting and promoting fee-for-advice?
As long ago as 2004, we decided to no longer pay or receive volume-based payments from platform providers — the first step in moving from a commission-based system to a pure fee-for-advice approach.
Two years later, we stopped accepting initial or trailing commissions on investment products for new clients — eight years before the Future of Financial Advice (FOFA) legislation is set to force other advisers to follow our lead. From 2006 onward, Godfrey Pembroke followed a true fee-for-advice model.
For us, it all adds up to a history to be proud of. For our clients, it means more flexibility and control, with complete transparency about the services they receive and the fees they pay.