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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

The best service

Very smooth and helpful service.

14 April 2024
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mr Patel,

Thank you for your review.

It is good to hear that you appreciate the service we provide.

Rated 5 out of 5 stars

A great financial company to deal with

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 standards and lots of patience in explaining things rather than referring you elsewhere. I have a contact who deals with my queries and requests promptly and efficiently, and who does what he says he will do, right first time, every time. I once emailed Graham Elson to let him know how amazing his staff were and he cared enough to respond, so he really does lead from the front which is a rare quality these days. Graham, if you are reading this, James is still an absolute superstar !

9 April 2025
Unprompted review
Elson Associates plc logo

Reply from Elson Associates plc

Dear Ms Sullivan,

Thank you so much for your very kind review.

We are delighted to hear you value highly the service we have provided you with over the years.

Rated 5 out of 5 stars

Pleasant and helpful

I spoke to a very pleasant advisor who was helpful and sorted out my problem

22 March 2025
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Reply from Elson Associates plc

Thank you for your kind review.

We are happy that we were able to help with your enquiry.

Rated 5 out of 5 stars

Have been with this company for many…

Have been with this company for many years and have been more than satisfied.

7 April 2025
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Reply from Elson Associates plc

Dear Mr Loughlin,

Thank you for your review.

We are delighted to hear that you are happy with the services we have provided you with over the years.

Rated 1 out of 5 stars

Poor communication

Poor communication, poor customer service.

7 April 2025
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Reply from Elson Associates plc

Thank you for your review.

We are sorry to hear that you feel we have not provided you with a satisfactory service. Our aim is always to provide the very best service we can, along with excellent levels of communication.

Please do not hesitate to contact us on our freephone number 0800 096 1111 if you would like to discuss this in further detail.

Rated 4 out of 5 stars

Update

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 they do show the difference,

7 April 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mr Barnsdale,

Thank you for your review.

Your comments are very much appreciated.

Rated 4 out of 5 stars

Quick Reply to enquiry.

Phone call to Elsons quickly explained something I had not understood.

21 February 2025
Elson Associates plc logo

Reply from Elson Associates plc

Thank you for taking the time to post your review.

We are happy to hear we were able to help with your query.

Rated 5 out of 5 stars

Excellent service

Excellent service

7 March 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mrs Patel,

Thank you for your review.

We are happy to hear you value the service we provide.

Rated 5 out of 5 stars

Regular updates

Regular updates, quality output

13 March 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mrs Walker,

Thank you for your review.

We are very happy to hear you are happy with the service we provide you. Your comments are very much appreciated. Thank you again for taking the time to post your review.

Rated 5 out of 5 stars

Investments

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. They were so helpful and guided me through the process. Also transferred between funds and topped up ISAs, paperwork always sent promptly. Advisors are helpful, make things much simpler and I always have confidence in what they tell me.

12 April 2024
Elson Associates plc logo

Reply from Elson Associates plc

Thank you for your 5 star review and kind comments.

It's always pleasing to hear from clients that are happy with the service we provide. We always try to be as efficient and as helpful as possible.

Thank you once again for taking the time to submit your review.

Rated 4 out of 5 stars

Easy

Easy to navigate online with concise information on my funds performance

9 March 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mr Sidorczuk,

Thank you for taking the time to submit your review.

It's good to hear you find our online services both easy to navigate and informative. Your comments are very much appreciated.

Rated 5 out of 5 stars

I am a long standing client of the…

I am a long standing client of the Elson Associates I like to deal with them because on every occasion I have spoken with the staff I felt that they are experienced , efficient , courteous and helpful . Most of the time my experience was positive and satisfactory

10 October 2024
Elson Associates plc logo

Reply from Elson Associates plc

Thank you so much for your review.

Your comments are very much appreciated and it's great to hear you are happy with the service we provide.

Rated 5 out of 5 stars
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mr Tranter,

Thank you for your 5 star review.

We are very happy to hear you find the service we provide both efficient and effective. Your kind comments are very much appreciated.

Rated 5 out of 5 stars

Moving Holdings

I recentley had to move some of my holdings. I informed elson which holdings I needed to move and the rest was done for me.
I also find the update on my holdings which arrives in the post very helpful.

25 February 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mr Moore,

Thank you for finding the time to post your review.

It is great to hear you find our service useful and helpful. We always try to act on our clients instructions quickly and efficiently.

Rated 5 out of 5 stars

Very good support given by one of the…

Very good support given by one of the colleagues at Elson. Associates during my recent transaction. Thank you

28 February 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mrs Hodge,

Thank you for your positive review.

Your kind feedback is very much appreciated and we are happy you find the service we provide useful.

Rated 5 out of 5 stars

Very competent organisation

Very competent organisation and their regular reports on your investments is extremely useful.

11 March 2025
Elson Associates plc logo

Reply from Elson Associates plc

Thank you for taking the time to leave your review. We are very happy to hear that you find our service helpful and useful.

Rated 5 out of 5 stars

Long standing client

Been a client for as long as I can remember,maybe over 30 years,and always had excellent service.
Not likely to use another broker.

3 February 2025
Elson Associates plc logo

Reply from Elson Associates plc

Dear Mr Townson,

Thank you for your review.

We appreciate the time you have taken to offer your kind words. We are happy to hear the service we have provided you with over the years to be helpful and useful.

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