About us

We began trading as STW Wealth Management Ltd in June 2013 and rebranded our business to Elmhurst Financial Planning Ltd in February 2023.   

As our team continues to grow, Michael and Richard decided to remove any reference to individuals within our company name and have chosen ‘Elmhurst’ due to its ties to a beautiful park in our local town of Woodbridge which was a gift made to the town by Lord Woodbridge in 1935. We feel this name provides longevity for the business and is in line with our traditional and professional beliefs.   

 As you will notice, we felt the need to move away from the term ‘Wealth Management’ to instead adopt ‘Financial Planning’. We feel it is more inclusive as we as financial advisers, appreciate all individuals, regardless of perceived ‘wealth’, need to be able to access financial advice freely and without prejudice.

Between us we have decades of experience in financial services, and the overall aim of our business is to help clients and their families secure their financial future. We work closely with clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed , when it is most needed.