In our endeavours to ensure total transparency in our client service proposition, we inform you that when certain products and services are referred to specialist advisors we may receive a referral fee from the service or product provider. Usually you are billed direct by the service or product provider. Such services might be:
Retirement planning, wills and trusts
Inheritance tax planning
Business and shareholder protection
Residential and commercial mortgages
General insurances
By 2013, we aim to provide our clients with an advance fee guide for all the above services along with the referral fee repayable to us.
We, by way of this service proposition, endeavour to provide you, our client, with a clear picture of the changes the financial services industry wishes to impose upon us in respect of fees as from the end of 2012 and what services you can expect for these fees.
The areas subject to change are:
Investment bonds, both on and offshore, unit trusts, ISAs and regular savings
All pension contracts, including Personal, Stakeholder, SIPP and annuities.
In other words, all investment contracts. As far as we are aware at the moment all other services
provided through us will remain commission-based as at present.
We reiterate: our success can be attributed to the three cornerstones around which all aspects of our integrated wealth management proposition have been based. By focusing on these three values, we strive to deliver the highest levels of service to all our clients.
Our approach to investment management is founded upon independence of advice and thought. Thanks to our independence we are able to select investments on a best-of-breed, conflict-free basis. This particular value enables us to offer multi-manager and multi-asset investing on your behalf.
The service delivered to each of our clients is at the heart of everything we do. Thanks to our business model being built around our clients, we understand the need to deliver the highest level of customer service. Old fashioned values enhanced by modern day techniques.
Whilst the service offered by us is based around traditional values, we only recommend forward thinking portfolio managers as well as the best support service providers that exist today, constantly monitored for their currency in an ever-changing financial environment. Our integrated wealth management service is geared towards protecting every element of your wealth for your lifetime.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
BUY TO LETS AND COMMERCIAL MORTGAGES ARE NOT REGULATED BY THE FSA.
THE VALUE OF INVESTMENTS CAN GO DOWN AS WELL AS UP.
CHANGES IN THE EXCHANGE RATE MAY INCREASE THE STERLING EQUIVALENT OF YOUR DEBT.
Neil Brown, IFA, Eden Financial and Wealth Management
We operate a robust and scientific investment process to help you achieve your long-term financial goals. Our integrated wealth management system offers a planning process unlike anything you are likely to have experienced before.
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Eden Financial & Wealth Management Limited
Brick House, 150a Station Road, Woburn Sands, Milton Keynes, MK17 8SG
Registered in England No. 07190569, Unit 31 Walker Avenue, Wolverton Mill, Milton Keynes MK12 5TW
t: 01908 583883 f: 01908 587669 e: neilb@edenfwm.co.uk w: www.edenfwm.co.uk
Eden Financial and Wealth Management is an appointed representative of IN Partnership the trading name of
The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority.
This website is directed at UK residents only.
