Legacy planning in Leatherhead

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1

Integrity Wealth Planning Ltd

Closed

Financial Service

Address: Thorncroft Manor, Thorncroft Dr, Leatherhead KT22 8JB, UK

Phone: +44 1372 897570

Website: integritywp.co.uk

Details
2

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: Fetcham Park House, Lower Rd, Fetcham, Leatherhead KT22 9HD, UK

Phone: +44 1372 388240

Website: elmwoodwealth.co.uk

Details