1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. West Sussex
  8. breadcrumb-arrow
  9. Steyning
  10. breadcrumb-arrow
  11. Elmwood Financial Consulting

Elmwood Financial Consulting

Independent Financial Adviser  9 Mimmack Close, West Sussex, Steyning, BN44 3SH
check
FCA authorised
Last authorised 20th September 2021
Friendly, informal, over 25 years experience in providing advice tailored to your specific situation.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
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)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

9 Mimmack Close, West Sussex, Steyning, BN44 3SH

Similar advisers near you

The Private Office
Independent Financial Adviser 4.04 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Bluecoat Wealth Management Ltd
Independent Financial Adviser 4.34 mi
We believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.
 
See profile
Iona Beesly Associates Limited
Independent Financial Adviser 4.44 mi
We're independent, which means we work for our clients interests, to help them plan for a secure financial future.
 
See profile
The Private Office
Independent Financial Adviser 4.54 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile