Telephone: 01483 339966
I’ve been very happy with Elm Financial Services. Richard made the process of arranging a will very easy and was very quick in responding to any queries. Tristan was very helpful in managing the pension arrangements, again making the process very easy and keeping in touch with developments.
I recommend Elm Financial very highly. Richard Nowicki helped me with both my Will and two Lasting Powers of Attorney. He was very professional, very knowledgeable, patient with all my questions and thorough in his explanations. I found Elm's services to be excellent value for money.
I would highly recommend Elm Financial. I've worked closely with both Tristan & Richard in relation to organising Wills, Lasting Power of Attorney & Investments.
Richard was very helpful and informative when completing wills for my wife and I. His knowledge on the subject was impressive and the cost very reasonable.
Richard Nowicki could not have been more helpful throughout the whole process. Richard made sure my wife and I were 100% happy with both of our wills before we were issued with the final copies. We made several changes in the process and nothing was do much bother. His knowledge and advise made us feel totally at ease. I would highly recommend Richard and Elm Financial.
Elm has just completed the transfer & setup of 2 separate Stocks & Shares ISAs for my wife and I. After more than 7 years of investment support and advice, I'd be more than happy to recommend Elm to friends, family & work colleagues.
Tristan has been looking after my pension for quite a few years now and seems to have done a brilliant job. He is always professional and so pleasant to deal with - and endlessly patient with my total lack of understanding of anything financial! I am extremely grateful to him and would highly recommend him.
I approached Tristan at Elm on the strong recommendation of a number of individuals in the same industry as myself. I wanted consolidate my pensions and Elm came up with full and detailed report to give me a number of options including organising a SIPP which I took. The whole process was very straightforward and all options were explained in detail face to face so I have every confidence in Tristan and his team and have recommended them to a number of people. He has subsequently found solutions to my wife's pension and we will be using them further in the future. Cannot recommend highly enough. The team are readily available either in the office, by phone or text at any time.
Richard was really helpful and the process was quick and easy. It's a lot easier and not as daunting as we thought. Thank you.
Friendly, professional, bespoke IFA - have been using them for 10+ years. Life insurance, ISAs, offshore investment, financial planning all tailored to my needs. Highly recommended.
This is the place you can start for your savings as preparing your future!! Highly recommend this firm and Tristian who is very professional in his area with genuine attitude to clients. Dr Nam
Richard and his team offered very friendly service, gave us first class recommendations regarding life cover, responding quickly, offering sound advice and going above and beyond our expectations. Id certainly recommend him and Elm financial management.
Tristan was extremely knowledgeable, and assisted me and my husband in structuring our pensions. He was able to explain everything in terms I could understand. This has enabled us to complete a home improvement project without further borrowing. I would have no concerns in recommending Elm Financial to family and friends.
Jim has advised me on pensions & an investment. I have found him very friendly and approachable and have been very pleased with the service that I have had.
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.
I have known Tristan and Jim at Elm Financial for many years. They have always been very knowledgeable and professional in all their dealings with me. Glen Read
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
Richard was really helpful and explained everything in great detail for my Will and LPA's. I would highly recommend his services.