Eagle Financial Services

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Client Case Studies
The best way to really understand what Lifestyle Financial Planning is all about, and how it builds a better business model for you by adding great value to your clients lives is by reading the following real life CLIENT case studies.

	Graham & Pauline The Case of Mr & Mrs “10 Years Younger” Graham & Pauline were in their late 50's, but looked and felt like they were in their 70's. Working 60 - 70 hours a week, Sunday mornings were spent finishing... Read more...
	Neil & Sue The case of “How Much is Enough?” Neil & Sue Builder worked hard, very hard. But they played hard too, they enjoyed the lifestyle which they had created for themselves and their daughters Rebecca and... Read more...
	Trevor & Sue The Case of “Too Much Risk” Trevor & Sue had recently sold their share of their business having worked hard building it up for over 30 years. Aged 60, they had no children whom to pass on their hard... Read more...
	John & Sarah The Case of “Are We There Yet?” John & Sarah were nearly there, or so they thought. Trouble is they didn't know where 'there' was. It all started one night when John, a Senior Pilot for a major... Read more...
	John & Mary The Case of Mr & Mrs “Got-Too-Much” John & Mary were in their late 60's and happily enjoying their retirement. And so they should! John had worked long and hard in a Company that he had helped to grow... Read more...
	David & Elaine The Case of Mr & Mrs “Do-It-Yourself” David and Elaine were retired and living off the income and some of the capital that they had accumulated over the years. After allowing for various pension... Read more...

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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.