Tailored financial planning services

Presenting options, providing insight, delivering solutions.
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Our Core Values

We keep our clients’ interests at the heart of our business.
We deliver up to date professional advice on a range of financial matters.

Expert Advice

From Protection to Pensions we encourage our clients to be proactive in their financial Planning.

Free Consultation

Elmfield is an FCA regulated firm and can advise you on how to both protect and grow your assets.

Dedicated Team

Elmfield Financial Planning Ltd provide clients with clarity and insight. We present options and deliver solutions on a range of financial matters

Families

With over 50 years combined experience of the Financial Services we provide families with the help they need, from protecting their income through to protecting their inheritance and the important points in between. It could be you need advice on:

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

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

Individuals

Drawing on a wealth of experience we help clients who need advice on making investments, planning their retirement and the many financial decisions they take at various points in their life. It could be you need advice on:

  • 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

Business Owners

Directors of SMEs and the self employed have specific needs and Elmfield Financial Planning Ltd can add value to your company by offering relevant advice. It could be you need advice on:

  • 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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“

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 - LeylandTilemaster Adhesives Limited

Other Professionals

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.

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

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

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