The Elms Financial Services Ltd
Basic Information:
Name:
The Elms Financial Services Ltd
Address:
140-142, Main Street
Asfordby, Melton Mowbray
Leicestershire
LE14 3TT
Asfordby, Melton Mowbray
Leicestershire
LE14 3TT
Phone:
01664812522
Fax:
01664 813387
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
2000
Company:
We are a small IFA practice offering a warm friendly personal service to our clients. working from the small village of Asfordby near Melton Mowbray. Most of our clients are local within a 20 mile radius, but we have clients from all corners of the UK that want, like, and receive our services.
Staff:
Tim Watkins, Cert PFS, company founder with over 20 years experience within the financial services industry.
Areas of Business (Products / Services):
Investments
Pensions
Mortgages
Protection
Pensions
Mortgages
Protection
Fees:
We do not charge for an initial consultation, we can be paid by fee or commission or a combination of both. Whichever method is chosen will be agreed beforehand.
Memberships / Accreditations:
We are members of the PFS and AIFA.
We are Appointed Representatives of SESAME Ltd.
We are Appointed Representatives of SESAME Ltd.
