What our clients say
Very diligent, supportive and excellent all round financial knowledge but depth in key areas... A pleasure to work with!
Pietro Garritano, was very clear as to which policy was Best and gave a number of options, the advice given. Was very clear and communicated very well with a strong knowledge of the products being offered, I was very satisfied with the service and advice I received.
Pietro takes the time to try to completely understand what is required now, medium and longer term. The reviews are considered and constructive with options being monitored against perceived projections, and modified after discussions on revised requires according to the results obtained over the preceding period.
Pietro has an excellent understanding of my financial requirements. His research into products and their suitability of the product is excellent. No one can predict the exact performance of funds or volatility of the financial markets but to date his advise has been excellent and I have been very pleased with my funds performance. Pietro also takes the time to LISTEN, a quality not often seen in financial advisers. This means when he is assessing your actual needs, rather than your perceived requirements, he is able to clearly show how by taking a recommended action it is the right way forward for you - taking into account your specified goals. One other nice quality Pietro has, is he always remembers details you have told him in general conversation, and will ask for instance how a family member is . This makes me feel that he has listened and that he CARES.
Pietro always responds quickly to messages left and will make time to respond via email, phone call or home visit if possible irrespective of the fee structure you decide on for future review of your investment portfolio. He is approachable, professional and a pleasure to work with a positive 'can do' attitude to helping you make the right investment choices and resolving any queries you may have.
Pietro offers regular appointments but Is generally easy to get hold of outside of these. He seems to be well aware of one's needs and where to look to try and meet them. His easy - going nature tends to put you at your ease when discussing - often - difficult matters
Keeps me up to date with the market and how best to manage my funds
Pietro has a very relaxed and professional approach to providing financial advice. He probes your life plans, priorities and attitude to risk very carefully and then suggests investment options that fit with your profile. He never pushes for quick decisions and leaves it up to you to make decisions in your own time. He takes great care to explain any charges before you make any commitments, and also checks to ensure you understand the nature of any investment
Pietro has been advising me for many years in respect of my personal pensions and the investments connected with them. During the time of our close involvement he has always provided me with excellent proactive advice have recommended his services to a number of my clients also
Very patient explaining in detail the more complex aspects of pensions, life insurance and death duty
Gives a very full account of our options. Is flexible on time. Communicates via all media that are convenient for us
Look after my pension etc. helped with all my needs. yes.
Eden Financial and Wealth Management Ltd is a firm of independent financial advisers based in Woburn Sands, Milton Keynes. We provide comprehensive financial advice to private individuals, business owners and trustees. Our team of highly qualified and experiences IFAs is backed up by quality support staff, enabling us to give every single client the individual care and attention they deserve.
We provide an all-round financial planning service to meet your needs at any and every stage of life. You will notice the difference when you come to us: we’ll provide you as a new client with an individually written report on the current state of your finances, and how these could be deployed to meet your longer term objectives. Including a cash flow analysis where appropriate, your report will be followed up by a meeting at which we’ll present to you the results of our planning exercise, along with our recommendations. Ours is the truly professional approach.