Skip to main content

Elwell Financial Planning Limited

Learn More

About Us

Our Company

Bio

Richard Elwell is an experienced Financial Adviser with 25 years in the financial industry and a Diploma in Financial Planning.

After six successful years as a financial adviser with Prudential Financial Planning, Richard  was delighted to establish his own financial advice business, Elwell Financial Planning Limited, as part of The Advice Partnership from Prudential.

Richard has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Richard takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Richard provides sound, personal and expert advice.

In his spare time, Richard enjoys spending quality time with his wife, children and close friends.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

I would have no hesitation in recommending Richard for his financial services. I found Richard to be a very trustworthy and friendly guy who is very approachable and explains everything in a straightforward manner, making it easy to understand.

Also Richard was very easy to communicate with, even if he was busy he would return calls as soon as he was available.  Dealing with Richard has made my first venture into investments a pleasurable experience.

February 2021

We are very impressed by Richard. He is friendly and easy to talk to. However, he is also very good at his job. He explains complex financial products, so we understand what we’re doing with our money. We couldn’t recommend Richard highly enough.

February 2021

Richard is very reliable and always available to resolve any queries that we may have. He is a very informative adviser and willing to guide us in the right direction.

Our Advice Service

Overview

Working with you

Get in touch

Richard Elwell

Change cookie Settings

Elwell Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.