FAQs
Got some questions? You’ve come to the right place. Everything you need should be covered below, but if you still have a query, please get in touch.
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Where are meetings held?
Meetings will be held in the London City office or over Teams video call.
Do I have to pay for an initial meeting?
No, the initial meeting is held at our cost.
We believe in being open and transparent about our fees. Following our initial discovery meeting we will write to you setting out the scope of work we have agreed to complete on your behalf, as well as the fee required for our services.
What do I need to bring to an initial meeting?
The initial meeting is an opportunity to get to know you; therefore, no paperwork is required at this stage.
How long should I allow for an initial meeting?
Please allow up to 90 minutes.
Do I have to sign up to your services at an initial meeting?
No, this can be done in your own time once you feel ready.
How can I get in touch?
Reach out through the contact form on the website or directly via email at nigel.shaffer@edengatefp.com or telephone call on 0204 541 6790.
Are you independent?
Yes, we are independent financial planners. This means we can access the whole of the market with no restrictions, so you always get recommendations that take your best interests into consideration, nothing else.
Can you advise on final salary / defined benefit transfers?
We can direct you to a relevant department that can help deal with your query.
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.
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