Elm Financial Management

Elm Financial Management Ltd are Independent Financial Advisers based in the heart of Guildford. We have built and continue to build a reputation for quality advice and service to individual clients and businesses in Surrey, Hampshire and London. We provide expertise at every level of financial planning including pensions, investments, protection,... general insurance and inheritance tax planning. Our particular strength is in the trust and relationships established between us and our clients with regular contact updating and reviews. We are also connected with many other businesses allowing us to help you with other areas of Financial Planning such as Will Writing services, Solicitors and Investment Property. Elm Financial Management Ltd is Registered in England and Wales Number: 07294728 Registered Office: 60 Chertsey Street, Guildford, Surrey, GU1 4HL. Elm Financial Management Ltd is an Appointed Representative of Wealthmasters Financial Management Ltd, Atlantic House, Charnwood Park, Waterton, Bridgend CF31 3PL which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate National Savings products, Loans (excluding Mortgages), Will Writing, Commercial Mortgages and some forms of buy to let mortgages, offshore funds and inheritance tax planning. The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.Read More