Elder Bloom Advisors | Expert Retirement & Financial Planning in Surrey

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Our Guiding Philosophy

At Elder Bloom Advisors, we believe financial planning is more than just managing assets; it's about crafting the life you've always envisioned for your retirement. Our approach is built on a foundation of trust, transparency, and a deep understanding of your personal journey.

Holistic & Personal

We look at your entire financial picture—from pensions to estate plans—to create a unified strategy that aligns with your life goals.

Long-Term Partnership

We are your partners for the long haul, regularly reviewing and adapting your plan as your life and the market evolves.

Clear & Transparent

We operate with complete clarity on our strategies and fees. No jargon, no surprises—just straightforward, honest advice.

Comprehensive Retirement Services

Our specialised services are designed to address every facet of your financial life in retirement, ensuring peace of mind for your golden years.

Pension Drawdown Strategies

Navigate the complexities of pension access with a tailored strategy for flexible, tax-efficient income throughout your retirement.

A chart showing steady financial growth.

Investment Management

Preserve and grow your capital with a disciplined investment approach focused on long-term stability and consistent income generation.

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Estate & Legacy Planning

Ensure your wealth is passed on according to your wishes, protecting your loved ones and securing your family's future legacy.

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Long-Term Care Financing

Plan ahead for potential healthcare needs, securing your finances and ensuring you will receive the quality care you deserve.

Meet Your Advisors

Our team of certified professionals is dedicated to your financial well-being, bringing extensive experience and a client-focused approach to every plan.

Eleanor Vance

Founder & Principal Advisor

With over 25 years of experience in wealth management, Eleanor founded Elder Bloom with a mission to provide empathetic, expert financial guidance for retirees. She specialises in complex estate and tax planning, helping clients navigate the intricacies of generational wealth transfer with clarity and compassion.

Thomas Sterling

Chartered Financial Planner

Thomas is an expert in pension and investment strategies, holding the prestigious Chartered Financial Planner designation. He is passionate about helping clients translate their diverse portfolios into a sustainable retirement income stream that fully supports their desired lifestyle, offering clear and actionable advice.

Our Clients' Success Stories

A silhouette of a retired couple looking at a world map.

"Working with Eleanor and her team gave us the clarity and confidence we needed to finally retire. We now spend our days traveling, not worrying about the stock market. It's true peace of mind, thanks to their thorough and reassuring guidance."

★★★★★

— David & Sarah, Retired Teachers

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"The legacy plan Elder Bloom helped me create ensures my children and grandchildren will be taken care of. Their expertise and genuine care are second to none. I couldn't be more grateful for their comprehensive and sensitive approach to my family's future."

★★★★★

— Robert H., Former Business Owner

"From the first meeting, I felt completely at ease. My advisor took the time to explain everything in plain English, and now my pension is truly working for me. The financial clarity they provided is invaluable."

★★★★★

— Fiona C., Retired Nurse

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"I highly recommend Elder Bloom Advisors. Their investment strategies are robust and have consistently outperformed my expectations. More importantly, they understand my need for stable income during retirement, which has given me immense security."

★★★★★

— George L., Retired Engineer

"Their long-term care financing advice was incredibly insightful. It's eased a major concern for my future and allowed me to focus on enjoying my passion for gardening without financial worries. Truly exceptional service."

★★★★★

— Margaret R., Avid Gardener

Start Your Journey Today

Reach out for a complimentary, no-obligation consultation to discuss your retirement goals and discover how Elder Bloom Advisors can help you achieve financial serenity.