Cultivating Your Financial Future, Harvesting a Secure Retirement.
Expert financial guidance for life's golden years. We specialise in retirement, estate, and long-term care planning to ensure your peace of mind.
Schedule a Free ConsultationOur Specialised Financial Services
Tailored strategies to protect your wealth and secure your legacy.
Retirement & Pension Planning
We help you navigate complex pension options and build a sustainable income stream for a comfortable, worry-free retirement.
Estate & Legacy Planning
Ensure your assets are distributed according to your wishes, minimising tax liabilities and simplifying the process for your loved ones.
Long-Term Care Solutions
Proactive financial planning to cover potential long-term care costs, protecting your savings and providing for your future health needs.
Intergenerational Wealth Transfer
Expert guidance on transferring wealth to the next generation effectively, fostering family harmony and financial stewardship.
Our Four-Step Advisory Approach
A partnership built on listening, understanding, and personalising your financial journey.
Deep Listening & Discovery
We begin with a comprehensive conversation to understand your personal history, financial situation, and future aspirations. Your story is our starting point.
Bespoke Strategy Formulation
Using the insights from our discovery phase, we craft a customised financial blueprint that aligns perfectly with your unique goals and risk tolerance.
Clear & Guided Implementation
We walk you through every action required to put your plan in motion, explaining each step in plain English so you feel confident and in control.
Ongoing Review & Partnership
Life changes, and so should your financial plan. We establish a regular review cadence to adapt your strategy and provide continuous support.
Meet Your Trusted Advisors
Experienced professionals dedicated to your financial well-being.
Eleanor Vance
Founder & Senior Wealth Advisor
With over 25 years of experience, Eleanor founded Elder Bloom with a mission to provide empathetic and holistic financial advice. She is a Chartered Financial Planner and a specialist in later-life transitions.
Richard Sterling
Partner & Estate Planning Specialist
Richard is an expert in structuring complex estates and trusts to preserve generational wealth. He is passionate about helping families create lasting legacies and navigate sensitive financial conversations with clarity.
What Our Clients Say
Stories of peace of mind and financial confidence.
"Elder Bloom Advisors brought such clarity and relief to our retirement planning. Eleanor's patient and thorough approach made a daunting process feel manageable and secure. We finally feel confident about our future."
— Charles and Margaret Bishop
Retired Educators
"Richard's expertise in estate planning was simply invaluable. He helped our family navigate difficult discussions with compassion and professionalism, ensuring my parents' wishes were perfectly preserved. I can't recommend them highly enough."
— Sarah Jenkins
On behalf of her parents
"The team at Elder Bloom understood our unique situation completely. Their approach to long-term care planning gave us immense peace of mind, knowing our future health needs are considered without compromising our savings."
— Mr. and Mrs. Davies
Fulham Residents
"Navigating wealth transfer was a complex process, but Elder Bloom made it clear and seamless. We felt supported and confident in their guidance, ensuring our family's legacy is in strong hands."
— Arthur Green
Retired Business Owner
Begin Your Journey to Financial Peace
Complete the form below to schedule a complimentary, no-obligation consultation with one of our advisors. We look forward to hearing your story.
Contact Us Directly
Email: info@elderbloom.co.uk
Phone: +44 20 7946 0885
Address: 1290 Canary Wharf Crescent, Floor 8, London, E14 5GN, United Kingdom
Business Hours: Monday - Friday: 9:00 AM - 5:00 PM