Empowering Financial Freedom, One Family at a Time
Elmwood Wealth is a leading financial planning firm based in Leatherhead, Surrey. We partner with individuals and businesses to create tailored wealth management plans that deliver long-term prosperity.
Our Vision
Our vision is to empower clients to navigate the complexities of financial planning and achieve their financial goals. We believe financial planning is a collaborative process that involves understanding individual needs, aspirations and circumstances.
1. Wealth Preservation & Protection
- Asset protection strategies to mitigate taxation, inflation, and investment risks.
- Retirement planning and income generation strategies.
- Estate planning and inheritance tax management.
- Business risk management.
2. Financial Planning & Investment Management
- Comprehensive financial planning and goal setting.
- Tailored investment portfolios aligned with individual risk tolerance and financial objectives.
- Regular portfolio review and performance analysis.
3. Life & Equity Release Planning
- Comprehensive reviews of existing life insurance and equity release options.
- Personalized plans to secure financial protection and access to capital when needed.
4. Retirement & Savings Planning
- Guidance on maximizing pension contributions and retirement savings.
- Strategies for transitioning from employment to retirement.
- Planning for post-retirement income streams.
5. Business Planning & Protection
- Succession planning and key person insurance.
- Business continuity and risk assessment.
- Employee benefit plan optimization.
Our Team & Expertise
Our team of experienced financial planners, wealth managers, and investment experts possess extensive knowledge and qualifications in their respective fields. We are committed to providing personalized, transparent, and ethical financial guidance.
Our Approach
We take a holistic approach to wealth management, considering your financial situation, personal goals, and life stage. We believe in open communication, regular reviews, and collaborative decision-making to ensure your plan remains effective over time.
Overall Experience
The reviews showcase a highly positive experience with Elmwood Wealth Management, with clients praising the team's expertise, friendly approach, and tailored advice.
Satisfaction with Service
Clients have expressed high satisfaction with the service provided by Elmwood, highlighting the team's ability to understand their individual needs and provide personalized advice. The reviews mention the professionalism, helpfulness, and approachability of the team, including Jason, Darren, Lydia, Matt, and Lewis.
Expertise and Knowledge
The team's expertise and knowledge in pension planning, investments, and financial management have been praised by clients, who feel confident in their ability to provide sound advice and guidance.
Personalized Approach
The reviews highlight Elmwood's ability to take a personalized approach, understanding clients' individual needs, financial goals, and ethical attitudes. The team has been able to provide tailored solutions, including finding suitable investment options that meet clients' criteria.
Communication and Updates
Clients have praised the regular updates and communication provided by Elmwood, including comprehensive written reports and annual reviews.
