Meet the team
Our team goes the extra mile to bring your dreams to life. From the initial enquiry to implementation, we make the journey seamless and stress-free.
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Chartered Financial Planner
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 NigelSupported by...
Emma New
Administrator
Emma specialises in keeping our valued clients happy. Emma handles all the business’s day-to-day client administrative needs to ensure our clients feel supported when working with us.
Jane Hemmington
PA
As Nigel’s PA, Jane is in charge of ensuring we stay fully compliant. She also keeps the cogs turning by dealing with all the important details of our clients’ cases, from signing up to our services to sending out documents.
Sasha Wakefield
Paraplanner
Sasha is an experienced Chartered paraplanner. She works closely with Nigel, helping to establish our clients’ financial and personal ambitions using cashflow modelling. Sasha works behind the scenes to carry out research and make sure our recommendations are in order.
Lucy Myall
Practice Manager
Lucy oversees and manages the growth of the business and implements procedures and processes. There is no denying that Lucy is incredibly attentive and process-driven, and the outcomes of our clients are always at the forefront of her mind.
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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