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Private Clients

We are dedicated to developing lasting relationships, and pride ourselves on providing a personalised service to each of our clients.

Elmwood Financial Consulting is committed to providing expert advice in order to help clients fulfil their ambitions.

As a new client, your first contact with Elmwood Financial Consulting will be a free initial meeting with an experienced financial advisor.  You will be able to discuss your aims, as well as any concerns you may have.   All information provided will be treated in the strictest of confidence and will help us to understand your current position and future goals.

We aim to work closely with our clients to ensure their financial objectives continue to meet their needs.  We want to ensure our advice benefits you and your family for generations.

Our process always follows the following stages:

Needs analysis – understanding your current situation and future objectives is a vital part of the process and sets the framework of our advice to you.   Our approach takes account of business, personal and family circumstances.

Financial concept – we will then develop initial financial plans that address all relevant financial aspects.

Client risk profile – where applicable, we then help determine your attitude and tolerance to investment risk.

Strategy – we create a tailor-made strategy to meet your current and future plans.

Implementation – we will ensure that once your plans are successfully implemented that we hold regular reviews and provide proactive ongoing advice to ensure we always have the right solutions in place for our clients.

We offer a complete Financial Management service