About us
We have the team, talents and partnerships to understand your most pressing needs right now, and your aspirations for tomorrow.
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Small in size
Huge in expertise
We are lifestyle financial planners who specialise in helping business owners in London and the surrounding areas.
Our role is to create an environment of Eden for clients – a place where you can relax and feel comfortable. In everything we do, we are guided by asking: “What do our clients need?”.
Our mission…
…to connect the application of money and individual behaviour to our clients lives, to make their dreams and goals happen.
Our core values
Exceptional service
We work hard to ensure a superb client experience at every stage of the journey.
Jargon-free
Our services and advice will remain simple and clear to understand.
Clear focus
We promise to always remain professional and business- focused.
Visible impact
We continue to allow clients to see and feel the benefit and value of advice.
Build bonds
Our role as lifestyle financial planners is to create a strong community feel.
Meet the team
Get to know the people who make it all happen. Our team is small, passionate and talent-rich; made up of experienced individuals who work side by side with you, keeping a keen eye on your goals.
Take me there
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?
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.
Best execution policy Client classification Conflicts of interest policy Your guide to making a complaint Personal Client Agreement
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