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

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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

 7 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

 8 years ago (11-10-2017)

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Elm Financial Management - Independent Financial Advisers

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

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