Elmfield Financial Planning

Our Story

At Elmfield Financial Planning Ltd, we pride ourselves on being a leading independent financial advisory firm in the North West. With over 50 years of combined experience in the financial services sector, our dedicated team provides clients with clarity and insight into their financial matters. We present options and deliver solutions on a range of financial matters, from protection to pensions, to encourage our clients to be proactive in their financial planning.

Our Expertise

As an FCA regulated firm, we can advise on how to both protect and grow your assets. Our team of experts has built a reputation on our core values, which has resulted in valued long-term professional relationships throughout the Lancashire area. We support families, individuals, SMEs, and professionals with clear, jargon-free advice on the options available to them to best achieve their financial objectives.

Our Services

Our services are designed to cater to a wide range of clients, including families, individuals, business owners, and other professionals. We offer expert advice on various financial matters, including investments, retirement planning, inheritance tax planning, and wealth management. We also provide guidance on pension auto-enrolment, business/tax planning, and other specialist areas. Our goal is to provide tailored solutions that meet the unique needs of each client, helping them to achieve their financial goals.

Why Choose Us

At Elmfield Financial Planning Ltd, we take pride in our ability to provide a personal touch to our services. Our team is dedicated to building long-lasting relationships with our clients, offering them expert advice and guidance every step of the way. We believe in being proactive in our clients' financial planning, encouraging them to take control of their financial futures. With our expertise and guidance, our clients can rest assured that they are making informed decisions about their financial matters.