Financial Adviser Burnley

Serving clients in Ightenhill, Reedley Hallows, Whitegate Children and further afield…
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Expert Financial Advice in Burnley

Our mission is to help you achieve your financial goals.
Here is what our team can offer:

Expert Advice

Our financial advisers can help you clearly understand what to do with your pension and wealth.

Free Consultation

We provide a no-commitment initial meeting to get to know each other before working together.

Dedicated Team

We go the extra mile with our research, attention to detail and guideance to Burnley clients.

A Local firm you can trust

Our financial advisers believe strongly that Burnley’s 87,000 people can all benefit from better financial planning. We work with professionals, families and businesses across the area such as Bank Hall, Briercliffe, Brunshaw, Lanehead, Queensgate and Gannow. We offer over 50 years of experience in financial planning to assist with:

  • Protection
  • Savings
  • Investment Planning
  • Pension Planning
  • Inheritance Tax Planning
  • And more

If you would like our help contact us for your free, no obligation initial discussion.

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Elmfield Financial Planning were recommended to us by a family member, and we have been using them for many years now for financial advice and financial products. We have always received excellent, friendly and prompt advice from everyone at Elmfield and we are pleased with the performance of the financial products sold to us.

Simon & Beverly Drury - Baxenden

Personalised financial advice

Burnley is located in the heart of the Pennine Hills. Similarly, our clients’ goals are placed at the heart of our business as financial advisers. We recognise that each individual in Burnley has a unique set of objectives, needs and circumstances. That is why we offer tailored financial advice which covers the main areas you are likely to need help with:

  • Investment Planning
  • Pension Planning
  • Critical Illness
  • Tax Planning
  • Protection

If you would like our help contact us for your free, no obligation initial discussion.

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Elmfield Financial Planning Ltd combine hi-tech finance with good old fashioned personal service.
Craig and his team do a great job of sound Financial Planning with the personal touch.
Elmfield Financial Planning are a family firm that cares.

Ian Schofield - Burnley
“

I have no hesitation in recommending Elmfield for financial advice, they have been very thorough, professional and extremely helpful.
A great service from a great team.

Peter Rhodes - Oswaldtwistle

For local business owners

Burnley has a diverse and thriving business community covering many sectors such as retail, manufacturing and services. Our financial advisers are experienced in helping sole traders, directors and owners achieve their goals in key areas such as:

  • Pension Planning
  • Tax Planning
  • Shareholder Protection
  • Keyman Insurance
  • Critical Illness

If you would like our help contact us for your free, no obligation initial discussion.

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“

Elmfield Financial Planning are more than just financial advisors. The team provided valuable support and advice throughout the process of setting up Pension Auto Enrolment for several of our customers. I would recommend the team to any company as their professional and friendly approach has been invaluable!

Catherine Wilkinson - PadihamAccountant, Prosum Accounting Services Ltd
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I have used Elmfield on many occasions and I can say with certainty that they provide an extremely flexible service all the staff are very helpful and supportive in all aspects of financial planning. The team is extremely professional, trustworthy and genuinely great people to do business with.

Jan CookOperations Manager, Southerns Solicitors

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The Value of Financial Advice

Please fill out the enquiry form below and a member of our team will get back to you shortly.

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process the personal data that you provide to us in line with the General Data Protection Regulations. We will not use the details you provide us in the contact page to market to you.

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

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