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  11. Elmwood Financial Consulting

Elmwood Financial Consulting

Independent Financial Adviser  9 Mimmack Close, West Sussex, BN44 3SH
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FCA authorised
Last authorised 17th January 2022
Friendly, informal, over 25 years experience in providing advice tailored to your specific situation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Jason Dunford
About us

We provide high quality whole of market financial planning and investment advice to individuals and corporate clients to help guide them towards achieving their financial goals. We offer access to specialist whole of market 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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

9 Mimmack Close, West Sussex, BN44 3SH

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