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.
N. S.
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.
B.
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!
N. O.
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!
M. F.
