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  11. Alan Eaton Financial Services

Alan Eaton Financial Services

Restricted - Whole of Market  14 Arkendale Close, Failsworth, M35 9AR
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FCA authorised
Last authorised 16th May 2022
Through partnering with investment experts, Private Client Strategies provides strategic options designed to achieve your goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group risk
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Long term care
Meet our advisers
MR Alan Eaton
Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

14 Arkendale Close, Failsworth, M35 9AR

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