Elm Financial Management - Independent Financial Advisers
Elm Financial Management is an independent financial advisory firm based in Godalming, England. They specialize in providing expert advice on insurance and offer services to clients seeking the assistance of insurance attorneys. Their team of professionals is dedicated to helping clients make informed decisions about their financial future.
Introduction to Elm Financial Management Independent Financial Advisers
Elm Financial Management Independent Financial Advisers is a company based in Godalming, England that specializes in providing financial advice to clients. The company was established with the purpose of helping individuals and businesses make informed decisions about their finances. What makes the company unique is their personalized approach to financial planning which ensures that each client's specific needs and goals are taken into account.Services & products
Elm Financial Management Independent Financial Advisers offers a wide range of services including retirement planning, investment management, tax planning, and estate planning. They also provide insurance products such as life insurance and disability insurance to help clients protect their assets and loved ones.Location
Elm Financial Management Independent Financial Advisers is located in the heart of Godalming, a historic market town in Surrey, England. The area is home to a variety of businesses including restaurants, cafes, and shops. Clients can expect to experience a charming and picturesque town with easy access to nearby public transportation options such as Godalming train station (0.3 miles), Farncombe train station (0.8 miles), and Milford train station (1.4 miles).Benefits
Clients should choose Elm Financial Management Independent Financial Advisers because of their commitment to providing personalized financial advice. The company takes a holistic approach to financial planning, ensuring that all aspects of a client's financial situation are taken into account. They also offer a high level of expertise and experience in the industry, with a team of qualified financial advisors and insurance attorneys.Good to know
Clients should be aware that Elm Financial Management Independent Financial Advisers operates on a fee-based model, meaning that they do not receive commissions from product sales. This ensures that the advice provided is unbiased and in the best interest of the client.Reviews
Customers have praised Elm Financial Management Independent Financial Advisers for their professionalism, knowledge, and personalized approach to financial planning. They have been described as trustworthy and reliable, with a strong commitment to helping clients achieve their financial goals.Amenities
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free consultation -
online appointments
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legal advice
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payment plan
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document preparation
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free quote
FAQ
What specific areas of insurance law does your firm specialize in?
We do not specialize in insurance law. Our company, Elm Financial Management, is an independent financial adviser that provides financial planning and investment management services.Can you provide examples of successful cases your firm has handled in the past?
As mentioned before, we are not an insurance law firm and do not handle cases. We provide financial planning and investment management services to our clients.How does your firm bill for legal services and what are your rates?
We do not provide legal services since we are not an insurance law firm. Our company charges fees for our financial planning and investment management services. Our fees are based on a percentage of the assets we manage for our clients.How will you communicate with me throughout my case and keep me updated on its progress?
As an independent financial adviser, we do not handle legal cases. However, we maintain regular communication with our clients through in-person meetings, phone calls, and emails. We also provide access to account information and investment performance reports through our online portal.What is your firm's approach to settling cases versus going to trial?
As previously mentioned, we do not handle legal cases and therefore do not have an approach to settling cases versus going to trial. Our focus is on providing financial planning and investment management services to our clients.Reviews
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R DM
We used Richard to write our wills and found the process straightforward, quick and professional. Would use again. Thank you!
28-11-2022
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Michael
We had a great experience with Richard at Elm Financial. He helped guide us through the process of writing what was our first ever wills. He was very patient, understanding and clear, guiding us through things to consider under different scenarios to ensure we would achieve the outcomes we wanted for our family. Overall a fantastic experience and I highly recommend Richard to others.
28-07-2022
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zoe patman
Richard was very professional and dealt with our will writing efficiently. He talked us through each part and the will draft was sent through quickly for us to read before signing. Highly recommend his services
28-05-2022
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Adam Harwood
28-05-2022
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John Henderson
Richard at Elm Financial Management helped to streamline our complex wills to cover a variety of scenarios in a much simpler format. I would not hesitate to recommend.
28-05-2022
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Rubeena Akram
Professional, Reliable, Richard went that extra mile with valuable information and advice not to mention the patience he showed with all the difficulties I was having deciding on a few things. And very reasonably priced. Very happy I picked Elm financial to secure my Will.
28-05-2022
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Judith Batchelor
When I needed to update my Will I found Richard Nowicki at Elm Financial professional and very easy to talk to about a sensitive subject. Thank you Richard for making this a painless process.
28-05-2022
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Michael Jennings
Great people to work with. I have my pension with them and their service is excellent. They have also advised me and definitely understand their business
28-05-2022
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Natalie T
I had an excellent experience using Elm Financial. Richard Nowicki made it very easy to plan my will. He was professional, helpful and thorough, explaining everything in a clear and simple way. The cost was extremely competitive and the whole process was smooth. I have already recommended the service to my colleagues and will definitely return to Richard again should my situation change and I need a new will in the future.
28-05-2022
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Baba Wren
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
