Elmwood Wealth Management - Leatherhead

Stephen W.

As I was nearing retirement Jason questioned me carefully about my future financial plans and my attitude to risk before amalgamating my various pension pots into one plan which met my requirements. He has always kept me up-to-date with relevant changes and carried out a very thorough annual review. I've always received prompt and efficient assistance from Lewis and Lydia. As Jason moves on to new ventures i look forward to working with Matt in the future.

Jamenglish

I recently purchased my first home and was amazed to find all of the things you need to get sorted once you’ve completed which to be honest is pretty mind blowing.
Thankfully Lydia at Elmwood made finding the perfect Life Cover a very quick, clear and uncomplicated process.
I was taken through every step and given as much information as I needed in order to find the right cover for me.
Everything was concluded in no time at all and I was grateful for the time and effort Lydia had put in to assist me.

I would highly recommend the services provided by Elmwood Wealth.

Nick 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.

Nick 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!

Elena P.

I recently had a protection review with Elmwood and was impressed with how my circumstances were taken into consideration and had a suitable product recommended. I am very happy with the service by all at Elmwood and in particular Lydia was very helpful. I would gladly recommend Elmwood to my friends and family.

billitt

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 independent, 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.

Marion 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.

Liz W.

Jason Dunford at Elmwood has been helping me make the most of my SERPS opt-out pension for the last five years. I do believe that I have been and will be considerably better off with his advice than by going it alone. Unlike some FAs I've had in the past, he isn't condescending and doesn't make me feel as though my pension is too small to take seriously. He understands my wish to opt for ethical funds, even though that makes me more of a risk-taker. I always enjoy chatting to him and he makes me feel optimistic about my financial future. I get regular reviews and comprehensive written reports from Elmwood and have great confidence in Jason and his team. Thanks Jason!