Professionals

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Working with Solicitors & Accountants

We are keen to develop close working relationships with professional introducers.

Professional introducers are important to our business, which is why you can be confident that all client referrals will receive the highest level of service and professionalism.   As a Chartered Financial Planning firm, you can be assured your clients will always receive expert advice.

We are confident that any referral made to Elmwood Wealth Management will act to enhance your client relationship. We will ensure you are regularly updated throughout the process – we understand the importance of maintaining your client relationships.   

All advice given is backed by Quilter Financial Planning with real financial strength, ensuring that your clients are always safeguarded.

We are members of Resolution and The Society of Later Life Advisers and well placed to help with:

  • Pension sharing orders
  • Pension sharing reports
  • Clients in vulnerable situations
  • Long Term Care needs
  • Cashflow forecasting.

We are also keen to help keep you updated with changes in legislation and new planning opportunities, so please feel free to engage with us should you wish to explore how we can partner in helping your clients prosper and protect their wealth. 

Our commitment to you

At all times in our relationship, we endeavour to ensure that you feel:

  • Confident that advice is given by a Chartered Financial Planning firm
  • Your relationship will be enhanced by a referral to us
  • We have improved your clients’ financial wellbeing 
  • We kept our promises to you 
  • You will remain updated.

By keeping these promises we will help your clients to achieve prosperity, security and peace of mind.

We are an award winning firm and member of a number of bodies and adhere to their respective code of practice.

 

 

Other Areas of Expertise