I’m a professional connection. Can you help my clients?
From retirement planning to safeguarding their financial future and expertly managing their estate, we can assist your clients with diverse financial needs.
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A proactive approach
Let’s achieve joint excellence
A whole lot more is possible when we work together. We work in partnership with accountants and solicitors to strengthen our service and truly provide the best results for clients.
As a fellow professional, you’re all too aware that sometimes clients come to you with issues that are outside of your remit. With us, you can rest assured that your clients will benefit from a fully joined-up approach to their financial affairs.
How we help you…
Expert advice
We have years of experience working alongside other professionals, so we understand the complex issues that clients bring to your doorstep. This allows us to seamlessly provide top-tier solutions, making issues feel effortless to resolve.
A joined-up approach
We fit where you need us the most. Our goal is not to disrupt established processes, so we adapt to your ways of working. You tell us what you need, and we’ll deliver. What matters most is that clients receive a holistic and collaborative approach, with their needs as a priority.
Better client satisfaction
Isn’t it great to receive glowing praise from your clients? Keeping them happy is an important aspect of your job, so we provide a service that not only surpasses your clients’ expectations but also reflects well on your business as a whole.
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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