Our duty is to act for you and most importantly provide you with value for money.
Overview
Eagle Financial has successfully provided independent financial planning solutions to a variety of local companies and private individuals from many different walks of Life for more than a decade. The business has been in operation for over 10 years and continues to thrive amid ever changing Financial Services regulation and in all market conditions.
Our Team is passionate about the quality of service we provide and the truly independent, whole of market nature of the Eagle business is ideally positioned to offer a friendly and localised wealth planning service to clients.
The office is located in the centre of the historic market town of Ludlow in South Shropshire on one of the most picturesque streets in England. There are pay and display parking facilities outside the office.
Our location makes it easy for you to meet us whilst combining a visit to Ludlow. |
Judith Farrall DipPFS
Managing Director
Judith is the visionary force behind Eagle Financial and the innovative Key to Wealth Programme©. Judith will provide for all your planning needs.
Molly Mallard CertPFS
Adviser
Molly provides advice, reviews and ongoing administration for our Eagle Assist Service, whilst supporting Judith with the Key to Wealth Programme©.
Both Judith and Molly are Members of the Personal Finance Society and the Chartered Insurance Institute, and Judith is also a member of the Institute of Financial Planners.
Administration Support
Eagle Financial is supported by an efficient and knowledgeable administration team; who provide essential customer communications and manage administrative tasks, with each member of staff undertaking a key role within the business to help ensure the smooth provision of our services.
Investment Management Support
Our specialist and professional partners provide an Independent Investment management service with a robust and disciplined investment process. Eagle Financial are partnered with highly experienced Investment Fund Managers and their specialist research teams to provide independent fund guidance that fits hand in glove with the Eagle Financial Investment philosophy.
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