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Your Choice
Our Services (see below) range from purely administrative work carried out at your request through to a comprehensive planning process to help you meet all your aims, goals,and objectives.

Our services consist of 3 stages that have the aim of taking the pain and strain out of your finiancial planning, make life easier, reduce time, administration as well as reduce costs, charges and taxation.

All services offer the opportunity for ongoing progress checking, monitoring and reviews . You can take advantage of all 3 services or singularly as required

KEY TO WEALTH PROGRAMME©

Consider, calculate and form a plan to provide vision to achieve your aims, goals and lifetime ambitions in the short and long term.
We will help to achieve and keep the financial lifestyle that you want.
It is important to ensure that you do not run out of money
Provide security for you, your family and protect your accrued and future assets should you die too young or live too long. Planning and timing of
gifting assets
Formulate ‘What if’ scenarios tohelp plan for the unexpected or change
of circumstance. For instance, what if interest rates/inflation rises or
risk strategy.
We monitor and check progress on an ongoing basis.
This provides a full, detailed lifetime cashflow analysis and planning solutions for you.

EAGLE MEMBERSHIP
Risk Management, utilising our investment strategy according to your
needs/goals/ lifetime planning
Managing and Monitoring of your Investments on a hands on basis or
at a level to suit your needs
Utilise our ‘Alert’ System
We can manage and monitor your new or existing arrangements
Fund switches and Regular Rebalancing available where appropriate
This is our core offering which may be used to enhance the Key to Wealth Programme and/or Transactional Service

TRANSACTIONAL SERVICE
Protection: Life, Income, Illness, Taxation ie Capital Gains and Inheritance
Investment: ISAs, Portfolio of funds and shares, Life Assurance Bonds
Onshore/Offshore
Pension: Personal Pensions (PPP), Self Invested Personal Pension, Other
tax efficient means of saving for financial independence at a time of your
choice.
Retirement: Annuity, Enhanced Annuity, Gradual/Flexible Retirement Plans
You may have all of your planning in place but would like us to implement a contract?

 


 

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.