Pension Review
With your authority we are able to provide a simple overview of your pensions and options. We can then review the information...
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Initial Meeting
Should you have any area of financial planning that you need assistance, you are welcome to make an appointment at one of our offices...
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Investments
Getting the right investment strategy, within the most suitable investment vehicle, and maximising tax efficiency to meet your needs...
read moreThe value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01372 388240 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the
Many more estates are being subject to Inheritance Tax even at relatively modest levels especially as house prices continue to rise. We will work alongside other suitable professionals such as solicitors to ensure that your affairs are organised efficiently.
Many such firms realise the need to offer their clients access to financial planning services from a trusted financial practice, like ourselves, and they can be assured that we deliver the best solutions to their clients' interests.
Elmwood Financial Consulting has many years’ experience on advising clients on how to organise their affairs in the most tax efficient manner.
There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings - that can be used, for example, to make a large purchase such as a new fridge, go on holiday, pay for school fees or cover the cost of expensive times lik
Should your adviser retire, or simply you wish to consider changing your adviser or advice firm, it is a simple process.
I am impressed & extremely happy with the service provided by Jason. He explained the process of transferring my pension clearly & kept me informed at every step of the process. I thoroughly recommend his knowledge & expertise.
Darren & his team have given us excellent advice & support during the first few years of our retirement. I would have no hesitation in recommending him to family and friends.
Jason was very helpful and has a friendly persona. He didn't try to blind me with science - everything was explained in detail that I could understand. Also, I wasn't persuaded to take risks, as I was clear it was money that needed to be as safe as possible.
Very happy with the service provided.
Good and personal service.
Matthew was very helpful, approachable, and his advice was clear and he made it easy to understand.
Very professional, easy to deal with.
Excellent company with really good customer service. Highly recommended.
Overall the transfer of my pension funds to a SIPP has been an easy, stress free transaction. My thanks to Darren for making it so.
“Fantastic service, I will carry on using Jason’s services as he is very helpful and offers a friendly service. I would not hesitate to recommend Elmwood Financial to friends and family, kindest regards”
I would definitely recommend your company to friends and family.
Excellent company with really good customer service. Highly recommended.
"Fantastic service, will carry on using Jason's services as he is very helpful and offers a very friendly service, I would not hestiate to recommend Elmwood Financial to friends and family"
“Very knowledgeable in a friendly manner. No hesitation in recommending to others”
“We are very happy with all aspects regarding our pension funds and all the time and effort put in by Matthew Goff”
“I would highly recommend Darren and his colleagues at Elmwood Financial Consulting. I found everyone I dealt with very understanding of my situation and needs, and they all tool the time to explain everything to me in a way I understood. They were all very friendly and professional and helped to put my mind at ease”
“Jason took lots of time to understand my needs and aspirations, was very helpful and gave me the confidence to resolves my financial planning concerns. Very happy to recommend”
Guide To Our Services
Guide To Investing
Our Ongoing Services
The Financial Conduct Authority does not regulate Trusts and Inheritance Tax Planning.
Elmwood Financial Consulting Limited is an Appointed Representative of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. Elmwood Financial Consulting Limited: Registered in England & Wales No. 07068599. Registered Office - Granary House 18a North Street, Leatherhead, Surrey, KT22 7AW
The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.