S T W Wealth Management

At Elmhurst Financial Planning Ltd, we pride ourselves on building long-term relationships with our clients, providing personalized and bespoke financial planning advice to individuals and businesses across the UK. Our team of experienced financial advisers is dedicated to understanding your unique financial goals and objectives, and working closely with you to create tailored solutions that meet your needs.

Our Services

We offer a wide range of services designed to help you achieve your financial goals, whether you're looking to build, grow, protect, or preserve your wealth. Our services include:

• Financial planning and wealth management
• Investment planning and management
• Retirement planning and pension advice
• Estate planning and inheritance tax planning
• Mortgage planning and insurance advice

Our team takes a holistic approach to financial planning, considering all aspects of your financial situation and providing guidance on how to make the most of your money. We believe in building long-term relationships with our clients, and our goal is to provide you with the highest level of service and expertise to help you achieve financial peace of mind.

Our Approach

At Elmhurst Financial Planning Ltd, we believe that financial planning should be personalized and tailored to your unique needs and goals. We take the time to get to know you, understand your financial situation, and develop a bespoke plan that addresses your specific requirements. Our team is committed to providing high-quality advice and guidance, and we work closely with you to ensure that you understand every aspect of your financial plan.

Testimonials

Don't just take our word for it - our clients have been kind enough to share their experiences with us. Here's what some of them have said:

• "He has always provided me with sound and trustworthy advice on all investments to suit my personal circumstances. He has also provided good advice on any other financial matters that may have occurred. Nothing is too much trouble. I have had no hesitation in recommending his service to anyone." - Roberta Tyrrell, Retired, Lowestoft
• "I highly recommend STW Wealth Management as my wife and I have had to deal not only with our own financial planning but also the estate of my father-in-law. We cannot praise Richard enough for his help and guidance in assisting us and my mother-in-law to find the best investments for our respective circumstances." - Ross Mullenger, Lowestoft