7 results found
Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom
Phone: +44 1372 388240
Website: elmwoodwealth.co.uk
Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom
Phone: +44 1372 371030
Website: milestone-wealth.com
Address: 19 Church Street, Leatherhead KT22 8DN, United Kingdom
Phone: +44 1372 877410
Website: surreywealth.co.uk
Address: Thorncroft Drive, Leatherhead KT22 8JB, United Kingdom
Phone: +44 1372 897570
Website: integritywp.co.uk
Address: 23 Leatherhead Road, Ashtead KT21 2TW, United Kingdom
Phone: +44 7780 591113
Website: facebook.com
“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.”