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Investments

Structuring your finances as efficiently as possible

Growing your wealth

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

Eden Financial & Wealth Management provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.

Eden Financial & Wealth Management can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

Please note that with investments the value may not be guaranteed and you could potentially get back less than originally invested.

Client testimonials

Neil of Eden has been my financial adviser for a number of years advising me both personally and also through my business. Neil ensures that he has the full understanding of what I want to achieve and I find him extremely knowledgeable in all matters financial and trust him implicitly. Neil is extremely approachable and I now consider more than my adviser but a friend who I can rely on.
Peter Critchley
Pietro has been advising me for many years in respect of my personal pensions and the investments connected with them. During the time of our close involvement he has always provided me with excellent proactive advice. I have recommended his services to a number of my clients also.
David T Andrews
Eden Financial (and Neil Brown in particular) have provided me with excellent personal financial advice of a very high technical standard. As a result, I have no hesitation in recommending Neil to my business clients. Neil gives me great comfort that he has both my own and my clients best interests in mind at all times.
Richard Feakins
I have been a client Neil of Eden for the last 6 years. His professionalism and holistic client entered approach is second to none. I have had no hesitation in recommending Neil to my friends, family and colleagues who have equally been as satisfied.
Dr Bipin Patel
Neil, who has been my financial adviser for me and my family for many years, is a extremely knowledgeable, loyal, and very extremely trustworthy person. His advice is very easy to understand and to follow,including any complicated matters. He even helped me to complete probate for me when my mother passed away. He also takes his work very seriously, and his always taking exams to be up to date with his profession, which I admire him for. Nothing is too much trouble for him, and I would gladly recommend anyone to him, knowing that they would get the correct advice and help from a friendly and professional person.
Mr Keith Bowler
We, as a business and myself personally have worked with and been supported by Deepak in relation to the company pensions since early 2013.Firstly working for CRA Group then at Eden. He has always provided good, clear, honest advice in a calm and understandable manner. He is very responsive and knowledgeable and has a good manner with new entrants to our pension scheme, some of whom may need a bit more assistance than others. We are also working with Deepak to assist to ensure we meet auto-enrolment requirements. I would happily recommend him as a pensions advisor.
Alistair Johnston
Jim Deery has advised and worked with me and my wife over many years on our mortgage, insurances and pensions and the advice we have received has been well researched, positive and has been explained in a concise and easily understandable way. I would have no hesitation in recommending Jim to others, he is such a pleasure to work with.
Ian Davies
Pietro was truly a star. His advice was clear and helpful in every aspect. He was confident in his product knowledge and explained everything so that we felt comfortable with the choices we made. Whenever we contacted him he always took his time with us and nothing was too much trouble. We are very pleased with the products that Pietro introduced us too and will gladly carry on taking his advice. Thank you Pietro!
Frank Car
Pietro has a very relaxed and professional approach to providing financial advice. He probes your life plans, priorities and attitude to risk very carefully and then suggests investment options that fit with your profile. He never pushes for quick decisions and leaves it up to you to make decisions in your own time. He takes great care to explain any charges before you make any commitments, and also checks to ensure you understand the nature of any investment.
Thomas Morrow
Jim Deery, now working with Eden Financial & Wealth Management Ltd, has advised my wife and I, financially, for several years and we have always found the advice to be sound. His advice on our tracker mortgage before the credit crunch has saved us significant amounts of money. We would not hesitate to recommend him.
Michael Norton
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  • 6 Aspley Hill, Woburn Sands, Milton Keynes, MK17 8NJ
  • +44 (0) 1908 583 883
  • info@edenfwm.co.uk

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Registered in England No. 07190569, Registered Address Spicer & Co, Staple House, 5 Eleanors Cross, Dunstable, Bedfordshire, England, LU6 1SU. Eden Financial and Wealth Management Limited is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. This website is intended for residents of the United Kingdom only. Please see our Terms of Use Policy. For further advice or guidance please visit the FCA consumer website: www.fca.org.uk/consumers. By clicking on this link you will be departing from the regulatory site of Eden Financial & Wealth Management Ltd. Eden Financial & Wealth Management Ltd is not responsible for the accuracy of the information contained within the linked site.

As a business, we always have our clients’ best interests at the heart of everything that we do and we strive for excellence. If however, you identify something that we could have done better please speak to your financial adviser and give us a chance to put it right. If you wish to raise a formal complaint you can do so by contacting our complaints manager in writing to Benchmark Capital Limited, Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP or via e-mail to complaints@benchmarkcapital.co.uk. Alternatively, you can telephone 01403 334455.

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