Directory overview
- 16 Total businesses
- 2.1 Average rating
- 44% With reviews
- 31% With photos
16 results found
Browse retirement planning in Leatherhead. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 16 results in Leatherhead. Average rating 2.1/5 based on 148 reviews & ratings.
βDuring 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.β
βBrilliant service from start to finish. NannyPaye take all the hassle out of payroll and tax, and their team is always friendly, responsive, and reliable. Couldnβt imagine managing without them!β
βVery professional accountants would highly recommend.β
βClinton has been a client of mine, at Adviser Office and moneyinfo for more than 20 years and he has been my financial adviser for nearly all this time. His job is to look after my money, so I can enjoy it, which he does very well. I count him as a friend as well as my adviser, as do many of his clients.β
βGreat 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 gottenβ