At Eden Financial & Wealth Management, we are a firm of independent financial advisers based in Woburn Sands, Milton Keynes. We have been providing expert financial advice to clients in the local area since 2010, and our business has evolved primarily through client recommendations. Our team of professionals has many years of combined experience in the financial industry and has a strong track record of delivering impartial, unbiased and objective financial advice to our clients.
Our Approach
At Eden Financial & Wealth Management, we believe that financial planning is not just about making investments or advising on products, but about understanding our clients' true financial needs and goals. We take the time to understand our clients' values, aspirations and objectives, and develop personalized financial plans that are tailored to their individual circumstances. We believe that financial planning should be transparent, straightforward and jargon-free, and we strive to make that happen for our clients.
Our Services
As an independent financial adviser, we offer a range of financial services to our clients, including:
Investments
We help our clients make informed investment decisions and create a personalized investment strategy that reflects their risk tolerance, financial goals and investment horizon.
Mortgages
We provide advice on mortgages and help our clients find the best mortgage deal for their needs, whether they are buying a new home, remortgaging or moving up the property ladder.
Pensions
We provide advice on pension planning and help our clients make the most of their pension savings, whether it's maximizing their pension contributions, selecting the right pension products or making the most of tax-efficient allowances.
Protection
We help our clients protect their financial future and provide peace of mind by advising on life insurance, income protection, critical illness cover and other forms of insurance that can help them manage financial risks.
Auto Enrolment
We provide guidance to employers and employees on auto enrolment pension schemes and help our clients comply with the latest legislation on employer-provided pension schemes.
Insights and Research
We keep our clients informed about the latest financial news, research and trends, and provide them with access to a range of financial calculators and publications to help them make informed financial decisions.
Our Values
At Eden Financial & Wealth Management, we value transparency, integrity and professionalism. We believe in always putting our clients' interests first, and we strive to deliver the highest level of service and expertise to our clients.
Contact Us
If you are looking for expert financial advice or would like to learn more about our services, please don't hesitate to get in touch with us. You can call us on +44 (0) 1908 583 883 or email us at info@edenfwm.co.uk.
Excellent Service and Professionalism
The reviews highlight the exceptional service and professionalism of the advisors at Eden Financial & Wealth Management. Clients praise the team's patience, knowledge, and ability to explain complex financial concepts in a clear and concise manner.
Positive Experiences with Advisors
Multiple clients have had positive experiences with specific advisors, including Ryan, Jim Deery, Deepak, and Neil. Clients appreciate their helpfulness, reliability, and trustworthiness, and feel that they have received personalized service and expert guidance throughout the financial planning and mortgage application process.
Mortgage and Financial Planning Expertise
The reviews showcase the team's expertise in mortgage and financial planning, with clients praising their ability to help with irregular income, equity release mortgages, and navigating the complexities of the mortgage application process.
Highly Recommended
Nearly all clients have highly recommended Eden Financial & Wealth Management, citing their professionalism, responsiveness, and ability to provide tailored financial solutions.
