Financial security plan in Leatherhead

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  1. 4
    Photo of Elmwood Wealth Management - Fetcham, Leatherhead Photo of Elmwood Wealth Management - Fetcham, Leatherhead Photo of Elmwood Wealth Management - Fetcham, Leatherhead

    Elmwood Wealth Management

    ★★★★★ 5
    Closed
    Financial Service

    “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.”

    Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom

    Phone: +44 1372 388240

    Website: elmwoodwealth.co.uk

    Details
  3. 6

    Atwoods Ltd

    ★★★★☆ 4.5
    Closed
    Financial Service

    “Great communication, great experience. Getting a mortgage through atwoods just made me feel looked after. Customer service is top notch and the mortgage deal I got was far better than I thought I could have gotten”

    Address: 6 High Street, Great Bookham, Leatherhead KT23 4AG, United Kingdom

    Phone: +44 1372 459777

    Website: atwoodsgcs.co.uk

    Details