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Private clients

Wealth of experience in the areas of financial planning and wealth management

Bespoke financial planning strategies

The foundation of the service Eden Financial & Wealth Management provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients’ financial planning strategy as events inevitably change.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Eden Financial & Wealth Management has a wealth of experience in the areas of financial planning and wealth management, and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Eden Financial & Wealth Management offers advice to private clients on a whole range of financial services including the following:

  • Investment strategies
  • Pension planning
  • Tax planning strategies*
  • Life and health insurance
  • School fees planning
  • Mortgages
  • Estate planning*
  • EIS & VCT’s

*The Financial Conduct Authority does not regulate Tax, Trust or IHT Planning

*Estate Planning advice is not regulated by the Financial Conduct Authority.

*A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

*Capital may be at risk as the value of investments can go down as well as up and is not guaranteed, therefore, investors may not get back the amount 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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Contact us

  • 6 Aspley Hill, Woburn Sands, Milton Keynes, MK17 8NJ
  • +44 (0) 1908 583 883
  • info@edenfwm.co.uk

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Eden Financial & Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633. 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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