Eildon Financial

Independent Financial Adviser  14-18 Hill Street, Edinburgh, EH2 3JP
First meeting at adviser's own cost
Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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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 life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
MR Stuart Foulkes DipPFS, Certs CII (MP & ER)
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Beverley Riddell DipFA AwPETR CertLTCP
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

About us

Independent Financial Advice

Our services

Specialising in independent advice in all aspects of financial planning, from pension and investments, financial planning and wealth management to insurance and mortgages.

Where to find us
Head office address: 14-18 Hill Street, Edinburgh, EH2 3JP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022

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