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Client Journey
We follow a five step process to provide solutions for your needs.

bulletpointInitial meet to discuss if we can help and work together to address your concerns and expectations.
bulletpointGather info about you in order to find the right course of action for you.
bulletpointPresent our findings and solutions.
bulletpointAgree costs and complete forms and, if agreeable, implement any action required.
bulletpointAgree membership to our Key to Wealth Programme that provide progress tracking and performance reporting.

To find out more about your servicing requirements and our annual review please click on the buttons below.

 


 

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.