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Financial Advisers Located in Leatherhead, Surrey

Welcome to Elmwood Wealth Management

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties.  Our mission at Elmwood Wealth Management is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial solution for your personal circumstances.

This is the start of our journey together, to prepare a plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01372 388 240 or email us at info@elmwoodwealth.co.uk and we'll be pleased to help you.

Our Plan For You

Our Plan For You

Here's how we formulate the plan towards your goals.

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • Introduction

    Our initial meeting with you will be at our cost – this meeting can typically take between 30 minutes to 1 hour.

  • Information Gathering

    During this ‘fact finding’ meeting we will be collecting and confirming all of your important financial information.

  • Research & Recommendations

    As a Chartered firm, you can count on us to conduct the necessary research to make a suitable recommendation.

  • Implementation

    Upon completion of all paperwork, we will move towards implementation.

  • Remaining on Track

    We pride ourselves on building life-long relationships with our clients.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

N. S.

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.

B.

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, 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 retirement.
Elmwood continues to keep us well informed, and Darren has made subsequent changes to our portfolio which have ensured our financial stability whilst satisfying our ethical attitudes.
In closing, I highly recommend Elmwood Wealth Management for inclusion in any financial portfolio management selection process.

N. O.

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!

M. F.

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.

M. F.

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.

I sleep soundly at night knowing that my pension is in good hands.

A big plus is that they are also really nice people to do business with!

WHERE WE ARE

01372 388 240
Fetcham Park
Lower Road
Fetcham, KT22 9HD


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