Alan Eaton Financial Services
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group protection
- Group risk
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Long term care
- Long term care
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.
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.
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