From Protection to Pensions we encourage our clients to be proactive in their financial Planning. Elmfield is an FCA regulated firm and can advise you on how to both protect and grow your assets. We offer prospective clients a no obligation initial meeting to discuss their needs, free of charge. Welcome to Elmfield Financial Planning Ltd a leading Independent Financial Advisory firm in the North West.
Our dedicated team provide clients with clarity and insight. We present options and deliver solutions on a range of financial matters. Elmfield Financial Planning are more than just financial advisors. The team provided valuable support and advice throughout the process of setting up Pension Auto Enrolment for several of our customers. I would recommend the team to any company as their professional and friendly approach has been invaluable!.
I have used Elmfield on many occasions and I can say with certainty that they provide an extremely flexible service all the staff are very helpful and supportive in all aspects of financial planning.
Our dedicated team provide clients with clarity and insight. We present options and deliver solutions on a range of financial matters. Elmfield Financial Planning are more than just financial advisors. The team provided valuable support and advice throughout the process of setting up Pension Auto Enrolment for several of our customers. I would recommend the team to any company as their professional and friendly approach has been invaluable!.
I have used Elmfield on many occasions and I can say with certainty that they provide an extremely flexible service all the staff are very helpful and supportive in all aspects of financial planning.
Services
Elmfield Financial Planning Ltd has over 50 years' experience and knowledge in professional independent financial services.
Our reputation has been built on our core values which has resulted in valued long term professional relationships throughout the Lancashire area.
We support families, individuals, SME's and professionals with clear jargon-free advice on the options available to them to best achieve their financial objectives.
Craig is the Managing Director and the senior advisor in the firm with over 20 years' industry experience.
Our reputation has been built on our core values which has resulted in valued long term professional relationships throughout the Lancashire area.
We support families, individuals, SME's and professionals with clear jargon-free advice on the options available to them to best achieve their financial objectives.
Craig is the Managing Director and the senior advisor in the firm with over 20 years' industry experience.
From Protection to Pensions we encourage our clients to be proactive in their financial Planning.
Elmfield is an FCA regulated firm and can advise you on how to both protect and grow your assets.
With over 50 years combined experience of the Financial Services we provide families with the help they need, from protecting their income through to protecting their inheritance and the important points in between.
Drawing on a wealth of experience we help clients who need advice on making investments, planning their retirement and the many financial decisions they take at various points in their life.
Elmfield is an FCA regulated firm and can advise you on how to both protect and grow your assets.
With over 50 years combined experience of the Financial Services we provide families with the help they need, from protecting their income through to protecting their inheritance and the important points in between.
Drawing on a wealth of experience we help clients who need advice on making investments, planning their retirement and the many financial decisions they take at various points in their life.
At Elmfield, we are always looking out for fresh talent to join our team and grow the value we offer to our clients.
Find our latest job openings below along with a description of our values, work culture and what you can expect should you join us.
Elmfield Financial Planning Ltd are seeking to build upon their current team of IFA's and support staff to ensure our high standards of client care are maintained as the company expands within the financial sector.
The role is an integral part within our business and will involve promoting the company's services in a professional and FCA compliant manner.
Find our latest job openings below along with a description of our values, work culture and what you can expect should you join us.
Elmfield Financial Planning Ltd are seeking to build upon their current team of IFA's and support staff to ensure our high standards of client care are maintained as the company expands within the financial sector.
The role is an integral part within our business and will involve promoting the company's services in a professional and FCA compliant manner.
To find out more about our services and how we can help, speak to one of our advisers using the details below or use the adjacent enquiry form.
Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document.
This notice sets out how we will process the personal data that you provide to us in line with the General Data Protection Regulations.
We will not use the details you provide us in the contact page to market to you.
Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document.
This notice sets out how we will process the personal data that you provide to us in line with the General Data Protection Regulations.
We will not use the details you provide us in the contact page to market to you.
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