Elmwood Financial Consulting

Independent Financial Adviser 9 Mimmack Close, West Sussex, Steyning, BN44 3SH
FCA verified
13th August 2018
Friendly, informal, over 25 years experience in providing advice tailored to your specific situation.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • 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
Jason Dunford
Where to find us
About us

We provide high quality independent financial planning and investment advice to individuals and corporate clients to help guide them towards achieving their financial goals. We offer access to specialist independent advisers, who are professionally qualified and can cover all financial planning areas. As part of our highly professional and bespoke approach to financial planning, we pride ourselves in building trusted and long term successful client relationships. An adviser of Elmwood Financial is located near Brighton in Steyning, West Sussex. Our business has mainly been built through personal recommendation from our many satisfied and returning clients. We ensure that all our customers receive the same high level of personal service.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0

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