Your journey
You’ll feel right at home from the moment you first get in contact. Every detail is carefully customised to align with your desired outcomes.
)
Step 1
It starts with an initial chat
The starting point on your journey with us is designed to give you the space to talk to us. You might have come to us for pension advice, but we want to find out about your whole life and your future plans. We’re not here to sell you products; we want you to tell us where you’re at and what you want to achieve.
This initial conversation is at our cost.
Step 2
We assess your circumstances
This stage involves us getting more information from you, including your income, expenditure, lifestyle, and how you spend your money. Once we have everything we need, we use specialist software called cashflow modelling to work out how your circumstances could change over time.
Step 3
Time to uncover scenarios
Once we have completed our cashflow forecast, we will have another meeting to identify different scenarios. This will consider questions such as “Can I retire early?” or “Can I afford to have a baby?”. In the background, the team will write out to various providers and do a fact-find. If we find appropriate products, this will be dealt with after we’ve done the cashflow.
Step 4
Keeping your plans on track
Connecting you to your money isn’t a one-off task for us. We will continue to work with you after your plans have been implemented. Seeing your plans come to life and your goals turning into reality is the best part of our job and we will be there to guide you on this journey.
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
Production
