Elmfield Financial Planning Limited

Independent Financial Adviser Shuttleworth Mead, Ribble Court, 1 Mead Way, Padiham, Lancashire, BB12 7NG

First meeting at adviser's own cost

Response rating

10/10

10th December 2018

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

We can advise you on

Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Mortgages
- Bad credit
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Craig Dickinson

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Where to find us

Shuttleworth Mead, Ribble Court, 1 Mead Way, Padiham, Lancashire, BB12 7NG

About us

Elmfield Financial Planning Ltd has over 50 years combined experience in financial services. We are experienced in supporting families, individuals, SMEs and professionals with clear advice on the options available to them to best achieve their financial objectives. We work with a number of Accountants and Solicitors who need the specialist advice of Financial Planners to maximise the support they offer their clients.

Our services

Elmfield Financial Planning Ltd are distinct in that our client base is varied and we are pleased to be able to apply our knowledge and expertise to such a variety of circumstances

We can advise you on

Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Mortgages
- Bad credit
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free mortgage review Select

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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