Testimonials

Jason Dunford at Elmwood has been helping me make the most of my SERPS opt-out pension for the last five years.  I do believe that I have been and will be considerably better off with his advice than by going it alone.  Unlike some FAs I've had in the past, he isn't condescending and doesn't make me feel as though my pension is too small to take seriously.  He understands my wish to opt for ethical funds, even though that makes me more of a risk-taker.  I always enjoy chatting to him and he makes me feel optimistic about my financial future.  I get regular reviews and comprehensive written reports from Elmwood and have great confidence in Jason and his team.  Thanks Jason!

Found Elmwood to be extremely helpful for my independent situation, never pressurised into anything and always at the end of a call away if wanted to ask additional information. From the office staff to the FA they couldn't of been more helpful. Very efficient and professional have recommended to a family friend.

Deciding how to use our pensions and savings for our retirement is a bit of a nightmare but Darren has been brilliant in answering all our questions and explaining to us how best to use that money for a good retirement.  We would have been lost without him and can highly recommend.

My wife and I have been well served in our financial affairs by Jason Dunford at Elmwood Wealth Management.  We feel that we are in good hands.  He gets in touch with us once a year and we go through all our affairs and check on the financial; policy.  But he is also on the end of the phone if we need to check anything or ask questions at other times.  We are certainly satisfied with the work done by Jason and his team

We have had and continue to receive excellent professional service from Matthew Goff. He put forward suggestions to make the most of our money and where we could save money too. Very timely responses from Matthew and Lewis. Would highly recommend.