Elmfield Financial Planning

At Elmfield Financial Planning Ltd, we pride ourselves on being a leading independent financial advisory firm in the North West. With over 50 years combined experience in the financial services industry, our dedicated team provides expert advice on a range of financial matters, helping individuals, families, and businesses achieve their financial goals.

Our Services

At Elmfield Financial Planning Ltd, we understand that every individual is unique, with their own set of financial goals and challenges. That's why we take a holistic approach to financial planning, considering all aspects of your financial situation to deliver tailored solutions. Our services include:

• Wealth Management: We help you protect and grow your assets, providing expert advice on investments, pensions, and inheritance tax planning.
• Business Financial Planning: As a Small to Medium-Sized Enterprise (SME), you face unique financial challenges. We provide specialist advice on business/tax planning, pensions, and investments to help you achieve your business goals.
• Personal Financial Planning: As an individual, you may be seeking advice on making investments, planning your retirement, or navigating complex financial decisions. We're here to guide you every step of the way.

Our Expertise

Our team of experienced financial advisors, led by Managing Director Craig Dickinson, has a deep understanding of the financial services industry. With over 20 years of industry experience, Craig has built a reputation for providing high-quality, jargon-free advice that is tailored to each client's unique needs.

Sue Barnes, one of our senior financial advisors, brings a passion to her work, ensuring that every client feels heard and understood. With over 12 years of experience in the financial sector, Sue is dedicated to making a positive difference in her clients' financial futures.

Our Values

At Elmfield Financial Planning Ltd, we believe that our business DNA is built on a set of core values that guide everything we do. We:

• Place clients at the heart of everything we do
• Value people and respect the individual
• Strive to simplify complex financial concepts
• Commit to delivering excellent service and quality over quantity
• Are open and honest in our communication, prioritizing integrity
• Are passionate about our work and strive for excellence

What Our Clients Say

Don't just take our word for it! Our clients rave about our services, saying:

• "Elmfield Financial Planning are more than just financial advisors. The team provided valuable support and advice throughout the process of setting up Pension Auto Enrolment for several of our customers. I would recommend the team to any company as their professional and friendly approach has been invaluable!" - Catherine Wilkinson, Accountant, Prosum Accounting Services Ltd
• "I have used Elmfield on many occasions and can say with certainty that they provide an extremely flexible service. All the staff are very helpful and supportive in all aspects of financial planning. The team is extremely professional, trustworthy, and genuinely great to do business with." - Jan Cook, Operations Manager, Southerns Solicitors Ltd

Contact Us

If you're seeking expert financial advice, look no further than Elmfield Financial Planning Ltd. Our dedicated team is here to help you achieve your financial goals. Contact us on 01282 772938 to schedule a no-obligation initial meeting and take the first step towards securing your financial future.