Skip to main content

  • Home
  • About Us
    • - Our Company
    • - Our Advisers
    • - How We Work
    • - Fees
  • Services
    • - Introduction to Services
    • - Savings & Investments
    • - Pensions
    • - Taxation
    • - Wealth Management
    • - Financial Planning
    • - Protection
    • - Business Protection

    To ensure that you obtain the best solutions possible, the advice you receive is based on our implicit understanding of your individual needs, concerns and objectives. We will provide the full advice process to enable you to achieve your financial goals. Financial advice has different meanings to different people; Read More

    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 like Christmas.Read More

    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 rest of your life.Read More

    Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.Read More

    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.Read More

    There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.Read More

    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.Read More

  • Professional
  • Newsletters
  • Testimonials
  • Enquiry Forms
    • - General Enquiry
    • - Protection Enquiry
    • - Investment Enquiry
    • - Pension Enquiry
  • Privacy Policy
    • - Privacy Notice
  • Contact Us
Menu
  • Home
  • About Us
    • Our Company
    • Our Advisers
    • How We Work
    • Fees
  • Services
    • Introduction to Services
    • Savings & Investments
    • Pensions
    • Taxation
    • Wealth Management
    • Financial Planning
    • Protection
    • Business Protection
  • Professional
  • Newsletters
  • Testimonials
  • Enquiry Forms
    • General Enquiry
    • Protection Enquiry
    • Investment Enquiry
    • Pension Enquiry
  • Privacy Policy
    • Privacy Notice
  • Contact Us
Related Topics
Home    Privacy Policy

Privacy Policy

Customer Privacy

At Elmwood Financial Consulting Limited, we respect your privacy and the confidentiality of your personal information.

Who are we?

Elmwood Financial Consulting Limited is an Appointed Representative of Quilter Financial Planning Solutions limited who are part of the Quilter Group of companies.

For further details on the companies in our group, please click here.

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health.  To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice which can be accessed by clicking here, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:

The Office of Data Protection,
Quilter Financial Planning Limited,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH

QFPDataGuardian@quilter.com

Telephone: 0161 488 3559

Customer Privacy

At Elmwood Financial Consulting Limited, we respect your privacy and the confidentiality of your personal information.

Who are we?

Elmwood Financial Consulting Limited is an Appointed Representative of Quilter Financial Planning Solutions limited who are part of the Quilter Group of companies.

For further details on the companies in our group, please click here.

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health.  To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice which can be accessed by clicking here, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:

The Office of Data Protection,
Quilter Financial Planning Limited,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH

QFPDataGuardian@quilter.com

Telephone: 0161 488 3559

Read less

Guide To Our Services

Guide To Investing

Our Ongoing Services

QUICK LINKS

  • Home
  • Our Company
  • Our Team
  • Professional Connections
  • Tax Relieved Investments
  • Change of Adviser
  • Testimonials
  • Privacy Policy
  • Privacy Notice
  • Contact Us

REQUEST A CALL BACK

NEWSLETTER

CONTACT US

Elmwood Financial Consulting Limited
Granary House
18a North Street
Leatherhead
Surrey
KT22 7AW
T: 01372 388240
Email Us

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.

© Copyright 2021 - Adviser Pro - All Rights Reserved

Design and Developed by Adviser Pro © 2021