Elm Financial Management

Independent Financial Adviser Elm Financial Management, 60 Chertsey Street, Surrey, Guildford, GU1 4HL
FCA verified
20th August 2018
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Tristan Scrivens
Where to find us
About us

Elm Financial Management Ltd are Independent Financial Advisers based in the heart of Guildford. We have built and continue to build a reputation for quality advice and service to individual clients and businesses in Surrey, Hampshire and London.

We provide expertise at every level of financial planning including pensions, investments, protection, general insurance and inheritance tax planning.

Our particular strength is in the trust and relationships established between us and our clients with regular contact updating and reviews.

We are also connected with many other businesses allowing us to help you with other areas of Financial Planning such as Will Writing services, Solicitors and Investment Property.

Please visit our website for more information and contact details at

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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