With your authority we are able to provide a simple overview of your pensions and options. We can then review the information. Should you have any area of financial planning that you need assistance, you are welcome to make an appointment at one of our. Getting the right investment strategy, within the most suitable investment vehicle, and maximising tax efficiency to meet your.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Welcome to Elmwood Financial Consulting Limited, Financial Advisers in Leatherhead, Surrey.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Welcome to Elmwood Financial Consulting Limited, Financial Advisers in Leatherhead, Surrey.
Services
Financial Advice firm Elmwood Financial Consulting Ltd, was established by Darren Collett after a successful career within the Banking and Financial sectors. He has enjoyed constantly increasing his technical knowledge, whilst providing first class advice. He knew he could better serve his clients' needs directly and established his practice.
Elmwood Financial Consulting the friendly local financial advice firm, with the financial strength of being an appointed representative of Quilter Financial Planning Solutions Limited whom is part of the Quilter Financial Planning network which is owned by Quilter PLC. The value of pensions and investments and the income they produce can fall as well as rise.
There is no 'one size fits all' solution for financial planning - our service is personal to you. Our financial advisers can help you to reach a specific goal. You may want to make sure you have saved enough money for retirement, or pass on an inheritance without paying more tax than is necessary. We can also create a full financial plan to meet all your goals and requirements.
We work on the basis of clear transparent fees. As we offer a bespoke service, we will confirm the exact services we will provide and the costs of our advice, for your particular needs, in advance and before any chargeable work commences. As regulated Independent and Restricted Financial Advisers, we have offered and charged fees for over 25 years and embraced fee based advice long before regulatory compulsion.
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; it all depends on an individual's particular needs and goals.
Reviews (10)
Alan Grubb
Oct 31, 2021
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Liz Waters
Oct 27, 2021
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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
Nick Skelton
Oct 17, 2021
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Introduced to the team at Elmwood through a friend of mine. Initially discussed a pension transfer but following an indepth review of my overall finances other recommendations were made to support my saving for retirement. I was keen to invest sustainably and it really felt like they worked hard to find the right investment for me that met my criteria. The charging was well explained not just from their perspective but the platform and fund charging as well. All in all very impressed with the team down there and thanks to Matt, Lewis and Jason who looked after me.
Margaret Elguerissy
Oct 14, 2021
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Positive: Professionalism, Responsiveness
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.
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.
Billitt
Oct 04, 2021
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During the financial crisis of 2007-8 and because of serious accessibility problems with our previous portfolio management company, my wife and I agreed that it was necessary to identify a suitable independent, professional, responsible and accountable organisation to take over and manage our financial investments.
Having considered our requirements and taken appropriate advice, we appointed Elmwood Financial Consulting, now known as Elmwood Wealth Management.
Elmwood, managed by Darren Collett, immediately provided clear guidance and recommendations which successfully prepared for our subsequent
Having considered our requirements and taken appropriate advice, we appointed Elmwood Financial Consulting, now known as Elmwood Wealth Management.
Elmwood, managed by Darren Collett, immediately provided clear guidance and recommendations which successfully prepared for our subsequent
Marion Fitzpatrick
Sep 29, 2021
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Helpful advice about how to go forward with changes to my pension arrangements, taking into account my desire for an ethically focused pension provider which still secured good returns. Darren was straightforward, gathering detailed information from me to get an accurate picture of my needs and and make suitable recommendations. A professional and reliable service which I am confident are also competitive in what they offer.
Sandra Rice
Sep 06, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Mike Farrell
Sep 02, 2021
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I started using Elmwood Wealth Management for pension planning following a recommendation from a friend and have never regretted it.
What impressed me initially was that they were happy to assess my situation free of charge before I had to sign up whilst other registered pension advisors wanted to charge me a significant fee for this service.
They have always and continue to provide sound advice and have organised my various pensions to what I believe is my best advantage, backed up regular reviews.
I believe their fees to be very competitive, certainly for the quality of service provided.
What impressed me initially was that they were happy to assess my situation free of charge before I had to sign up whilst other registered pension advisors wanted to charge me a significant fee for this service.
They have always and continue to provide sound advice and have organised my various pensions to what I believe is my best advantage, backed up regular reviews.
I believe their fees to be very competitive, certainly for the quality of service provided.
Nick O'Connor
Aug 19, 2021
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So glad we picked Elmwood Financial Consulting to look after our finances and pensions. Darren has been particularly good at explaining all options and making sure we understood everything and has really made a huge positive difference to our futures due to great, sound, professional advice. The whole team are so helpful and approachable, would recommend them to everyone!
Adrian Esdaile
Aug 14, 2021
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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
