Elmfield Financial Planning Ltd has over 50 years’ experience and knowledge in professional independent financial services. Our reputation has been built on our core values which has resulted in valued long term professional relationships throughout the Lancashire area.

We support families, individuals, SME’s and professionals with clear jargon-free advice on the options available to them to best achieve their financial objectives.

“Elmfield are distinct in that our client base is varied and we are pleased to be able to apply our knowledge and expertise to a variety of circumstances.”

Craig Dickinson

Craig Dickinson DipPFS
– Managing Director

Craig is the Managing Director and the senior advisor in the firm with over 20 years’ industry experience.

Providing holistic advice and building long lasting relationships with clients, he is highly qualified but more importantly offer’s a wealth of technical knowledge on all financial matters and specialist area’s which include business/tax planning, pensions, investments, inheritance tax planning and wealth management.

He also prides himself in offering tailored solutions for individuals at what can be a very stressful period of time in their lives and genuinely enjoys helping clients on a personal one to one basis, delivering high quality advice that is clear and easy to understand.

Craig has grown up in a family where financial advice has been part of their DNA, his father Mr Peter Dickinson has spent his whole working career in this industry and helped lay the foundations for what has today proved to be a successful family business.

Sue Barnes DipPFS

With over 12 years’ experience within the financial sector, Sue brings a passion when dealing with clients to ensure she builds long lasting relationships.

Keeping you at the heart of what can be a very complex process. With her jargon free approach, Sue strives to ensure she understands your individual needs, so that her advice has been tailor made for you.

Sue works hard to make a positive difference to your financial future, fully communicating every step of the process keeping you in control.

If you feel you need any advice in relation to your pension, investments or financial advice in general please call or email sue@elmfieldfp.co.uk to book an appointment with no obligations.

Rhona and I have known Elmfield Financial Planning or Craig for over 10 years, we met as a result of high recommendation from a friend, when we needed help in choosing where and in what we were going to invest our hard earned funds. Craig’s personal touch gave value to his advice and the key fact in our relationship ‘mutual trust’. Craig from our very first meeting had a complete understanding of Rhona and my requirements, every detail matters, which has led to consistent, good results year after year.

Paul Kelly - Leyland

Our values

For the Elmfield team, our business DNA and core values are deeply ingrained principles that guide all of our actions, and form the foundation of everything we do.

We will place clients at the heart of everything we do

We value people and respect the individual

We transform Complex to Easy-Simplicity

We continually strive to do the right thing

We are committed to deliver an excellent service, quality over quantity

We are open and honest in our communication-Integrity.

We are passionate as a team about what we do

We own the process from beginning to end

“Great approach to the way Elmfield go-about their business, always very professional and helpful, the response is swift, factual and made easy to understand. All with the client at the heart, and even made recommendations, which they would stand to make no profit. I have already recommended Sue Barnes on many occasions”.

Simon McGowan - Lancashire

Call us on 01282 772938 and
speak to one of our advisers today.

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