About Elmfield Financial Planning Limited

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.
Elmfield Financial Planning Ltd has over 50 years combined experience in financial services. We are experienced in supporting families, individuals, SMEs and professionals with clear advice on the options available to them to best achieve their financial objectives. We work with a number of Accountants and Solicitors who need the specialist advice of Financial Planners to maximise the support they offer their clients.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

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