Working for your financial prosperity
Who We Are
Eclipse Financial Solutions has been guiding clients towards financial prosperity for over 30 years. Based in Barnstaple, our team of experienced advisors empowers individuals and families in the North Devon area to navigate the complexities of their financial landscape. With a commitment to clarity and personalized service, we work in partnership with you to create tailored solutions that meet your unique needs and aspirations.
Our Expertise
Our comprehensive services span various financial domains, ensuring holistic financial planning and tailored solutions:
1. Mortgages
- Selecting the right mortgage product for your needs and circumstances.
- Accessing competitive rates and special offers.
- Understanding and navigating different mortgage types, including lifetime mortgages and equity release.
2. Protection
- Comprehensive insurance solutions to safeguard your finances against unforeseen events such as death, illness, or disability.
- Tailored plans to meet your specific needs and budget.
3. Retirement Planning & Investments
- Strategies for starting, growing, and securing your retirement savings.
- Personalized investment advice aligned with your risk tolerance and financial goals.
4. Business & Personal Insurance
- Risk assessment and mitigation strategies for individuals and businesses.
- Advice on employee benefits packages, shareholder protection, and key person insurance.
5. Financial Guidance & Wealth Planning
- Comprehensive financial planning that considers your goals, aspirations, and potential challenges.
- Strategies for wealth preservation, estate planning, and tax optimization.
Our Approach
We believe in building strong, lasting relationships with our clients. We take the time to understand your individual circumstances, goals, and aspirations. By working in partnership with you, we:
- Provide clear and concise explanations of your financial options.
- Tailor solutions to your specific needs and risk tolerance.
- Keep you updated every step of the way.
- Offer ongoing support and guidance.
Our Values
Integrity, transparency, and building long-lasting relationships are the cornerstones of our philosophy. We are committed to:
- Providing unbiased and personalized recommendations.
- Offering competitive rates and transparent fees.
- Maintaining open communication and clear documentation.
Overall Experience
The reviewers have shared their extremely positive experiences with the author, highlighting their exceptional friendliness and willingness to help.
Key Strengths
- Friendly and Helpful Nature: The author is praised for their approachable and supportive attitude, always willing to lend a helping hand with valuable advice.
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