Eagle Financial Services Limited

Independent Financial Adviser  Suite 8, Ludlow, Shropshire, SY8 1NH
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FCA authorised
Last authorised 1st March 2021
We provide all encompassing lifestyle financial planning to ensure peace of mind, clarity and financial security
We can advise you on
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Taxation planning
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Stockbroking services
Meet our advisers
MR Kevin Morris dipIFS
Lifetime Financial Planner
MISS Judith Farrall dipPFS
Managing Director
About us

The company has been established for 12 years with a previous 40 year history. We are located in the centre of the historic town of Ludlow

The firm is designated by the Financial Conduct Authority as an independent adviser. This means that our investment advice is unbiased, unrestricted and based upon a comprehensive and fair analysis of the relevant markets.

Our recommendations are wholly independent as they involve an independent provider and independent investments using an independent Wrap Platform for simplicity

Our services

Provide a simplistic plan by working at a deeper financial level to provide a full lifestyle cash flow projection that fits with the lifestyle that you aspire to.
We take the guess work out of your future and ensure that:-
*you do not run out of money up to age 105
*your family and your assets/business assets are protected
*financial opportunities are unlocked using taxation and your allowances
*secure your future wealth by not taking unnecessary performance risks.
We can work with those that have too much money, those with not enough or maintain an already identified lifestyle.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Suite 8, 54 Broad Street, Ludlow, Shropshire, SY8 1NH

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