About our Company

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Welcome to Elmwood Wealth Management a Chartered Financial Planning Firm with offices in London and Surrey. 

Elmwood Wealth Management is a part of Quilter Financial Planning, the UK’s largest financial advice network and winner of the FT Adviser Top 100 Financial Advisers in 2019 & 2020.  

We offer clients real financial strength and security by being part of a FTSE 250 company, managing around £105.2bn on behalf of 900,000 customers.

Everyone wants financial security. However, to achieve it you need a plan…..Let us help you create a plan to achieve financial freedom, free from worry about life’s uncertainties. 

When you use a Chartered firm, you are dealing with an organisation with proven professionals. This prestigious accreditation is only available to those with substantial qualifications and experience. It is the gold standard of financial planning and positions Elmwood Wealth Management amongst the UK’s leading practices.

View our short video below to find out more about the benefits in working with Chartered Financial Planning firms.

“We aim to offer expert financial advice and exceptional service to ensure our clients receive real value”.

Our advisers have the experience and expertise necessary to help clients navigate the complexities of taxation, investments and the various financial planning issues. 

We offer a full range of financial and protection services. Please find below further information on some of the more common subjects client’s seek advice. However, rest assured our role is to understand your current situation and future objectives so that we can explain the areas we believe can help you and your family. We offer holistic advice, which means that our advice will cover all areas of financial planning:

  • Retirement planning & pension advice
  • Investment advice & wealth management
  • Insurance: personal, family and business
  • Estate & trust planning
  • Equity release
  • Long term care
  • Cash flow forecasting
  • Pension sharing orders.

Other Areas of Expertise