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Answering life’s big questions

Lifestyle Financial Planning

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How much is enough to
retire on?

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Will I be able to afford later-life care?

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What happens if my spouse or I die or fall ill?

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Do I have the right plans in place for my estate?

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Could divorce or remarriage affect my plans?

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Are my investments right for my goals?

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Am I paying too much tax on
my assets?

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Reviews and Ratings for Financial adviser Nigel Shaffer, London

Our founder

Nigel Shaffer

With a distinguished career spanning more than three decades in the financial services profession, Nigel is a Chartered Financial Planner and Registered Life Planner with a proven track record.

He has diligently worked to create a welcoming environment, where you can openly discuss your finances and future objectives while feeling at ease and assured.

Meet Nigel

Your journey

Step 1

Initial chat

The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.

Step 2

Status Check

We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.

Step 3

Uncover scenarios

We will have another meeting to identify different scenarios. This will consider questions such as “Can I retire early?”.

Step 4

Staying on track

Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.

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What our clients say

While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?

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Nigel has been very helpful by setting up meetings with me and my family during which he was able to explain the financial implications of my future plans. He has acquainted himself with my financial investments, and advised me on matters relating to investments, capital and income. I am confident in Nigel's knowledge and abilities to reach the required outcome in due course.

Susan LewinBarnet, March 2024

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My pensions were all over the place. I also needed a will. Nigel organised my pensions so they were all in one place and he organised my will. I would consider recommending Nigel to anyone who expressed a need to speak to an adviser.

Ruth FieldingLondon, May 2020

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My husband and I were seeking to invest a lump sum for the future and to provide a pension, alongside other investment opportunities. Nigel diligently gathered information from us regarding our aims and goals for the future and our attitude to risk. This has enabled him to advise accordingly on portfolios to match our needs and comfort levels. We are confident that with Nigel's able assistance, we will reap the rewards in due course.

Laura HurlockerCricklewood, December 2023

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Nigel listened to, and fully understood my circumstances, and recommended a solution based on my specific situation. I couldn't have felt more comfortable

Richard PeelYorkshire, May 2021

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We needed an adviser and our accountant recommended Nigel. We are very pleased with his service. Nigel had so much patience with us explaining the process and helped with the paperwork.

Carmen GiscaWales, November 2023

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Get in touch

Get in touch

Give us a ring or send your query through the contact form. We look forward to saying hello and seeing if we can work together.

    Eden Gate Financial Planning is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

    The Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves.

    To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

    The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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