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Milton House, 60 Chertsey St, Guildford GU1 4HL, UK – 01483 339966
I have all of my financial holdings run through Elm Financial. I went with the company firstly for both life and critical injury insurance. This cover was perfect for my needs and was explained and managed with full clarity to myself. I could have asked for a better service. This why I decide to put the rest of my financial issues all through Tristan and his team. My investments have been extremely profitable. Knowing Tristan's back ground and service was a key selling point for myself. Both himself and his whole time and extremely knowledgeable and humble in their approach to their interaction with clients. I have recommend the Elm Financial to in excess of 100 people in the time I have been with them and will continue to do so.
We first came into contact with a Mr Jim Bolus some 15 years ago who to this day continues to organise our financial affairs, who throughout has been exceptional in his level of customer service in breaking down the complicated world of finance for those like us who get confused. His advice and management of saving funds, pensions, investments and alike has made life so much easier. Always on hand either via email, by phone or a home visit to provide us with advice when needed. We cannot thank Jim enough for the effort he has put in on our behalf throughout the years, an all round honest genuine financial advisor who I would have no hesitation in recommending.
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