Elm Financial Management - Independent Financial Advisers

Reviews, get directions and contact details for Elm Financial Management - Independent Financial Advisers

Address: 11 Wharf St, Godalming GU7 1NN, UK

Phone: 01483 339966

Website

State: Surrey

City: Godalming

Zip Code: GU7 1NN

opening times

Monday: 9:00 AM – 5:30 PM
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info

Similar places near

Greg Holden - Temple Wealth Management - IFA, Independent Financial Adviser

Greg Holden - Temple Wealth Management - IFA... 47 meters

A A A Financial Management 77 meters

MacKenzie Financial Management Ltd 88 meters

Tilney 128 meters "At Evelyn Partners, we have been giving good advice and helping people and busi...

Lloyds Bank 205 meters Lloyds is very nice bank with friendly & knowledgeable staff. Banking transactions ar...

NatWest Bank 304 meters Please give your expertise to natwest in cranleigh, I actually use godalming as it's ...

Roffe Swayne Accountants and Business Advisers

Roffe Swayne Accountants and Business Advise... 318 meters

BlueBox Thinking Limited 318 meters

Barclays Bank 337 meters Although can be a que at times, staff always polite and helpful I never feel rushed.

Santander 357 meters Great customer service whenever I go in

HSBC 380 meters

Arch Financial Planning Ltd 404 meters

Godalming Family Mediation 416 meters I am thrilled that we used Godalming Family Mediation to discuss the assets and finan...

Sainsbury's Bank 442 meters "In store travel money bureau at Sainsbury's Woolsack Way branch in Godalmin...

Reality Finance Solutions Ltd 521 meters Reality Finance helped kicked start my business growth quickly and efficiently. Great...

Hughes Waddell 537 meters

Debt Help Plan 598 meters Average service but customer service was terrible. Not very pleased

FIS 661 meters

Reviews

I came to Elm financial Management for help and advice with my pensions that I had accumulated over the years and was surprised straight away how professional, impartial and knowledgeable Tristan Scrivens was but also made every step easy for me to understand. I now have a much better idea of my pensions but also now will continue to work with Tristan to manage my finances and future investments. Thank you Elm

 8 years ago (28-03-2018)

My finances have been handled by Elm Financial Services since my long term financial adviser, Jim Bolus, joined them a few years ago. The firm is well established and has just moved from Guildford to Godalming because they had out-grown their office space in Guildford.

Jim was financial adviser to my husband and I for many years and since the untimely death of my husband he has taken care of my finances. It is obvious that he really enjoys his job and puts great effort into making sure the investments are right for the individual. He is easy to talk to and listens to anything you have to say. He is also a very kind and caring person with a great sense of humour.

I am very happy to trust him with my finances and would also trust him with my life

 9 years ago (11-10-2017)

Comment on this business

Map, Satellite View
Street View

to add Elm Financial Management - Independent Financial Advisers map to your website;

<iframe width="450" height="300" src="https://mappcouk.com/v.php?seo=elm-financial-management-independent-financial-advisers&id=681410&yuk=300" frameborder="0"></iframe><p style="font-size:11px;margin-top:5px;"><a href="https://mappcouk.com/elm-financial-management-independent-financial-advisers-i681410.html" target="_blank" title="Elm Financial Management - Independent Financial Advisers">Elm Financial Management - Independent Financial Advisers</a></p>

Elm Financial Management - Independent Financial Advisers

Reviews, get directions and contact details for Elm Financial Management - Independent Financial Advisers

opening times

We use cookies