Eagle Financial Services Limited

Independent Financial Adviser Suite 8, 54 Broad Street, Ludlow, Shropshire, SY8 1NH
FCA verified
17th December 2018
We provide all encompassing lifestyle financial planning to ensure peace of mind, clarity and financial security
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Taxation planning
Meet our advisers
adviser-person
Judith Farrall dipPFS
Managing Director
adviser-person
Kevin Morris dipIFS
Lifetime Financial Planner
Where to find us

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

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.

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

Eagle Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority do not regulate Taxation Advice

Age 105 is based on current general actuarial assumptions for average life expectancy of a 30 year opld

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