January 2024 by Ziggy Kolker
I used the ELM will writing service and found Richard Nowicki to be both friendly and efficient, and he offered me plenty of relevant advice. I would definitely recommend him.I also had a very good meeting with Alison Hunt and Tristan Scrivens at Oculus Wealth Management. They were patient, courteous and professional and I was given plenty of excellent advice. Again, I can strongly recommend the.
December 2023 by Filipa Marsh
Exceptional advice, attention to detail and done in a timely manner. Would highly recommend!
October 2023 by Richard Bayley
The speedily service provided by Richard Nowicki was extremely professional and personnel. Far far better than the service I had been receiving from a firm of solicitors in Kent for the last 14 Years.
November 2022 by R DM
We used Richard to write our wills and found the process straightforward, quick and professional. Would use again. Thank you!
July 2022 by Michael
We had a great experience with Richard at Elm Financial. He helped guide us through the process of writing what was our first ever wills. He was very patient, understanding and clear, guiding us through things to consider under different scenarios to ensure we would achieve the outcomes we wanted for our family.Overall a fantastic experience and I highly recommend Richard to others.
June 2022 by zoe patman
Richard was very professional and dealt with our will writing efficiently. He talked us through each part and the will draft was sent through quickly for us to read before signing. Highly recommend his services
June 2022 by Rubeena Akram
Professional, Reliable, Richard went that extra mile with valuable information and advice not to mention the patience he showed with all the difficulties I was having deciding on a few things. And very reasonably priced. Very happy I picked Elm financial to secure my Will.
June 2022 by John Henderson
Richard at Elm Financial Management helped to streamline our complex wills to cover a variety of scenarios in a much simpler format. I would not hesitate to recommend.
June 2022 by Judith Batchelor
When I needed to update my Will I found Richard Nowicki at Elm Financial professional and very easy to talk to about a sensitive subject.Thank you Richard for making this a painless process.
April 2022 by Natalie T
I had an excellent experience using Elm Financial. Richard Nowicki made it very easy to plan my will. He was professional, helpful and thorough, explaining everything in a clear and simple way. The cost was extremely competitive and the whole process was smooth. I have already recommended the service to my colleagues and will definitely return to Richard again should my situation change and I need a new will in the future.
January 2022 by Sara
Really great team at Elm Financial! I went to them for will writing and pension help. They were really helpful throughout the process, providing clear explanations and keeping me informed at all times. Would definitely recommend!
November 2021 by Lucinda Weir
I can highly recommend this financial management service. You get a truly personalised service, great communication and under their guidance and care you know you are in very good hands. Tristan has taken away the worry and stress of saving and planning for the future.
November 2021 by Richard Middlehurst
I have used and dealt with Elm for a number of years . They are efficient, helpful, and over the years I have had no cause to complain. They are proactive and I have recomended them to friends and a Charity to which Iam a trustee. The advice is sound and sensible. They attend to their client's needs and are friendly to work with. I would recomend.
November 2021 by Jo Wren
Tristan and team make the investment process human. Any questions I have are answered quickly and clearly and I feel like a valued client being guided to make my own decisions. The investments are doing well too!
October 2021 by Jim Holloway
I went to Elm Financial with the view to consolidate and move my pension holdings into a better performing and easy to manage fund. Tristan gave me great advice and with his team made the fund move very straightforward. I am very happy with their professional and friendly approach and wouldn't hesitate to recommend using them.
