FCA verified
17th July 2017

Alan Eaton Financial Services

Financial Adviser (Restricted Whole of Market) 14 Arkendale Close, Failsworth, Manchester, M35 9AR
Through partnering with investment experts, Private Client Strategies provides strategic options designed to achieve your goals.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group protection
    • Group risk
    • Long term care
Meet our advisers
Alan Eaton
Financial Adviser
Where to find us
About us

Alan Eaton Financial Services is a key partner of True Potential Wealth Platform

The Wealth Platform is a tool that allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting and 24/7 access from your PC, laptop or mobile device (apps currently available for iPhone, Blackberry, ipad and Android).

You also have the ability to communicate directly and securely with your adviser through the platform.

Our services

To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from several leading investment managers or choose to construct a bespoke plan using the more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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