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Eastwood Financial Services Ltd
Eastwood Financial Services Ltd
Initial consultation free
Independent
Giving you financial freedom.
We can advise you on
Clients
helped
111
Minimum
pension value
£150k+
Minimum
wealth
£150k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MRS Karen Wynard DipPFS
Managing Director
Mr Tim Ball APFS CertCII (FS) EFA
Director & Chartered Financial Planner
What our clients say
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David Cadwallader
We have worked with the team at Eastwood Financial Services Ltd for many years now. We work in close partnership with them, managing investment portfolios on behalf of some of their clients. Our experience of the firm is that they put the client at the heart of their proposition. They also expect any investment partners they work with to provide a high level of service and good performance, factors which ultimately drive a positive experience for their clients. Unsurprisingly they are very much ‘on the ball’, regularly contacting us for updates in terms of our views, client performance and any changes to our proposition. It is no surprise that the business continues to grow strongly.
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David J Billington
As a Company we have now been using Eastwood Financial Services as Brokers for our Insurances and Pension provision for all of our personnel from Directors to Trades people for the past 14 years. In the first instance they secured our Insurance coverage at a considerable saving and since then have maintained the cost at less than inflation. Our involvement has been kept to a minimal level with Eastwoods undertaking all of the negotiations and handling of Claims etc. Their staff are responsive, courteous and professional in their approach. This has led to us maintaining our relationship over these last 14 years and never seriously wishing to change Companies.. We would strongly recommend Eastwoods to any Company within the Engineering Sector, looking to change Insurance/Pension Brokers.
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