Our Team
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The Team

Judith Conde DipPFS
Managing Director
Judith is the visionary force behind Eagle Financial and the Key to Wealth service, having successfully guided the business through its transitional phase of being separated from a local business with a heritage going back over 40 years. Judith has over 14 years of financial services experience, for the main part specialising in tax saving and retirement planning.

Judith was previously a Financial Consultant for a leading Life Office and a regional Financial Planning Manager for a major high street institution. She is a Diploma holder in Personal Financial Studies and is currently working towards the new CII Chartered Status.

Administration Support
The Eagle Financial business is supported by the administration team supplying essential customer contact and administration tasks with staff undertaking key roles within the business to help ensure the smooth provision of our Key to Wealth service by liaising directly with our clients. Our staff ensure progress in order to resolve any queries quickly and efficiently gaining insight into the specific requirements of each and every client.

You are not ‘a number’, as all our team is delighted to offer a friendly and welcoming environment for you to do business.

Investment Management Support
Our specialist and professional partners provide 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.

Overview
Eagle Financial has successfully provided independent financial planning solutions to a variety of private clients and local companies from many different walks of Life. The Team is passionate about the quality of service provided to clients and the truly independent, whole of market nature of the Eagle business. Judith feels that the Eagle business is now ideally positioned to offer a friendly and localised independent wealth planning service to clients.

 

Registered Office: Eagle Financial Services, Suite 8, 54 Broad Street, Ludlow, Shropshire SY8 1NH
Telephone: (01584) 877726 Fax: (01584) 879913
Registered in England and Wales. Company Registration No.04357292

Eagle Financial Services Limited is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing, taxation and trust advice and some aspects of offshore investment and commercial mortgages.

Our FSA Register number is 400826
You can check this on the FSA’s Register by visiting the FSAs website www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234

Further financial information is available on the Financial Services Authority’s consumer website http://www.moneymadeclear.fsa.gov.uk/home.html

The information contained in this web site is for general information only and is not financial, investment or tax advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please contact us.