Areas of Financial Expertise

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.