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Eden Independent Financial Advisers
Services
A free consultation, without obligation
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are carefull to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.
We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.
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Tax Planning for businesses |
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Eden Independent Financial Advisers |
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email me | |   |
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Group Pensions |
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Commercial Mortgages |
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Shareholder Protection |
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Key Person Protection |
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Residential Mortgages |
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Pension Transfers |
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Tax planning for Individuals |
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Pensions (incl Stakeholder) |
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Regular Savings |
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Lump Sum Investments |
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Individual Protection |
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Pension choices at Retirement |
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Group Pensions |
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Eden Independent Financial Advisers |
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email me | |   |
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Shareholder Protection |
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Employee Benefits |
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Key Person Protection |
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Tax Planning for businesses |
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Pension Transfers |
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Tax planning for Individuals |
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Offshore Investments |
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Estate Planning |
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Investments for Trusts |
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Lump Sum Investments |
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Portfolio Management |
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Pension choices at Retirement |
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 | | Mr T Lloyd |
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Commercial Mortgages |
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Eden Independent Financial Advisers |
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email me | |   |
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Tax Planning for businesses |
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Estate Planning |
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Regular Savings |
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Lump Sum Investments |
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Pension choices at Retirement |
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Individual Protection |
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Pension Transfers |
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Residential Mortgages |
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Tax planning for Individuals |
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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This Internet site is directed to UK residents only. You are responsible
for satisfying yourself that under the laws of your home jurisdiction you
may lawfully access this Internet site.
Please ensure you read our
User
Terms, Client Agreement, Key facts about our services and Privacy
statement.
Eden Independent Financial Advisers is
authorised and regulated by The Financial Services Authority. Eden Independent Financial Advisers is entered on the FSA register
(www.fsa.gov.uk/register/) under reference 117972.
The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage,
Tax Advice, Offshore Investments, Estate Planning.
Website last changed: 13/02/2009
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