Elmwood Financial Consulting

Granary House 18A North Street
Leatherhead
Surrey
KT22 7AW

Contact Name: Jason Dunford

Category: Financial Advisors

Business Description

Elmwood Financial Consulting Ltd is a financial advice firm which is an appointed representative of Positive Solutions (Financial Services) Ltd, which is authorised and regulated by the Financial Conduct Authority.

We provide high quality financial planning and investment advice to individuals and corporate clients to help them towards achieving their life and financial goals. We offer access to specialist independent and restricted advisers, who are professionally qualified and can cover all areas of financial planning.

As part of our highly professional and bespoke approach to financial planning, we pride ourselves in building trusted and long-term successful client relationships. 

We are able to meet at our offices in the South East and London or alternatively we can meet at your home if more convenient.

Our business has been built through the personal recommendations from our many satisfied and returning clients. We ensure that all our customers receive the same high level of personal service.

Depending on your needs identified from our financial review, we are able to provide specific advice on a range of areas, including investments, pensions, retirement planning, inheritance tax and protection.

Initial meetings provided to clients without cost or obligation and we would welcome clients to contact us via the details provided. 

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.


Offers

Pension Review


Pensions Review - Network Albion Members


With your authority, we are able to request the information from your pension providers. Upon receipt we would provide you a free summary of the key important information.


This is all done at our cost and with no obligation and will highlight areas that you need to be aware of. For example it will include investment performance, charges, risk level, scheme specific benefits and investment options. We would explain these with you, so that you have a full understanding of your pensions.

This would not be complex, but simple generic information; although it can be of significant value to help improve the plans. Sometimes small changes to improve your policy, when compounded until retirement can make huge differences to your retirement income.

Sometimes though the pension reviewed is not fit for purpose, perhaps with high charges, low performance, or held within an old style scheme that does not meet your needs. If your needs cannot be met by your existing schemes we can provide suitable regulated advice on how to improve. We are offering all member of Network Albion a discount of 15% on any advice fees, should you wish to proceed with us.  

I would add, that with the new pension flexible freedoms and recent changes everyone should review their pensions. Please see our Website for details.

http://www.elmwood-financial.co.uk

Starts: 01/12/2018

Expires: 31/03/2019

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