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Key to Wealth members please
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Your Choice
Join our 'Key to Wealth Programme' and benefit from regular progress tracking and performance analysis.

The main aim of our Programme is to make your life easier, save you time, reduce paperwork and costs and give you peace of mind that your financial affairs are being cared for.

This is achieved by choosing a programme options as described below:-

EXECUTIVE PROGRAMME
Annual Performance and Financial Reivew meeting
Half Yearly Valuations/Updates
Policy Record Maintenance
Investment Progress Tracking and Monitoring
Liaison with your Professional Agents ie Accountant, Solicitor

CLASSIC PROGRAMME
Annual Performance and Financial Review meeting
Half Yearly Valuation/Updates
Policy Record Maintenance
Investment Monitoring

TRADITIONAL PROGRAMME
Work undertaken only at your request
Your file will only be updated when requesting a service

Additional Reviews and Valuations are available upon request.

Servicing your file only is available as your choice. Our customers find this a useful option to maintain a single place for record keeping of contract numbers, provider contact for their family. Please note that we are not authorised to hold contract documentation e.g., policy documents for our customers.

 


 

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.