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Elm Financial Management - Independent Financial Advisers

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Guildford, United Kingdom

elm-financial.co.uk
Financial planner· Financial consultant· Life insurance agency· Pension office· Investment service· Mortgage broker

Elm Financial Management - Independent Financial Advisers Reviews | Rating 5 out of 5 stars (5 reviews)

Elm Financial Management - Independent Financial Advisers is located in Guildford, United Kingdom on Milton House, 60 Chertsey St. Elm Financial Management - Independent Financial Advisers is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

Milton House, 60 Chertsey St

Phone

+44 1483339966

Amenities

Toilets

Open hours

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Sarah Neill

I have all of my financial holdings run through Elm Financial. I went with the company firstly for both life and critical injury insurance. This cover was perfect for my needs and was explained and managed with full clarity to myself. I could have asked for a better service. This why I decide to put the rest of my financial issues all through Tristan and his team. My investments have been extremely profitable. Knowing Tristan's back ground and service was a key selling point for myself. Both himself and his whole time and extremely knowledgeable and humble in their approach to their interaction with clients. I have recommend the Elm Financial to in excess of 100 people in the time I have been with them and will continue to do so.

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Michael Sequeira

I was referred to Elm through a work colleague and initially wanted advice and support to setup a personal pension. In the subsequent 5 year period I have used Elm for all of my personal wealth management requirements, ranging from ISA accounts, to the creation of tailored growth investments, mortgage advice, etc. The firm has a personal and professional approach with a clear focus on putting their clients first. As a truly independent source of financial advice and support, Tristan and his team have responded to questions and requests on the same day - meaning that critical decisions and transactions can be completed on time and at the best rate.

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Peter Hopkins

I decided to retire and contacted Elm to clarify my pension options. Jim Bolus organised a SIP for me and has managed this since 2017. I am very happy and confident with the professionalism of both Jim and Elm Finance. Other members of my family have also used their services.

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Jonathan Lister

As our financial advisor Tristan has provided expert advice and support with all financial matters including numerous insurance policies and pension support for many years for me and my family. All investments seem to outperform all expectations and the hands-on attitude inspires confidence. I have always received very comprehensive support in a clear and helpful manner that made financial matters easy to understand and evaluate, this with Tristan's guidance and personal care gives true confidence and reassurance when facing financial decisions. I always recommend Tristan to friends and colleagues as the results he produces are considerable, a true professional.

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Christiaan Phillips

We first came into contact with a Mr Jim Bolus some 15 years ago who to this day continues to organise our financial affairs, who throughout has been exceptional in his level of customer service in breaking down the complicated world of finance for those like us who get confused. His advice and management of saving funds, pensions, investments and alike has made life so much easier. Always on hand either via email, by phone or a home visit to provide us with advice when needed. We cannot thank Jim enough for the effort he has put in on our behalf throughout the years, an all round honest genuine financial advisor who I would have no hesitation in recommending.

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