Eden Financial & Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. Planning for your retirement is possibly the most important financial decision you will ever make.
Wealth and personal protection is an essential must-have to secure the future for both you and your family, if an unexpected life event happens. Eden Financial & Wealth Management are committed to finding you the right mortgage that suits your individual requirements and circumstances.
Wealth and personal protection is an essential must-have to secure the future for both you and your family, if an unexpected life event happens. Eden Financial & Wealth Management are committed to finding you the right mortgage that suits your individual requirements and circumstances.
Services
Eden Financial & Wealth Management is a firm of independent financial advisers in Milton Keynes, specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and mortgages. We've been helping clients navigate complex financial markets since 2010 and from those very early days, our business has evolved primarily through client recommendations.
We'll require you to gather financial information in advance of our meeting. This will enable us to develop a clearer picture about your particular situation. To help us do this, we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements. This is also an opportunity for you to outline the issues that you'd like to discuss.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Since the very beginning, Eden Financial & Wealth Management has firmly believed that choosing an (independent) financial adviser is one of the most important decisions you will make.
On receiving an enquiry, Eden Financial and Wealth Management will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.Certain products - non-investment insurance policies and mortgages - can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both.
After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.Certain products - non-investment insurance policies and mortgages - can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both.
The foundation of the service Eden Financial & Wealth Management provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Reviews (10)
Jatan Parmar
Jan 07, 2021
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Alison Jordan
Nov 10, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Both Jim & Neil have been fantastic in helping my in laws in organising an equity release. All this has been completed with fantastic service and they have helped them every step of the way to get the deal that is absolutely right for them. I would highly recommend the team at Eden to help you. 5 stars from me
Both Jim & Neil have been fantastic in helping my in laws in organising an equity release. All this has been completed with fantastic service and they have helped them every step of the way to get the deal that is absolutely right for them. I would highly recommend the team at Eden to help you. 5 stars from me
Dan Wilson
Nov 07, 2020
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Eden have been our advisers since my wife and I purchased our home in 2016. Ryan has just helped us to switch to a new 5 year fixed mortgage deal, and he takes all the stress and worry away when helping you out.
Ryan is always on the end of the phone or an email if you have a question and you can remain assured that there is no thing as a stupid question! I could recommend the Eden team higher for professionalism, a personal service and giving you piece of mind that everything will be taken care of. This has become even more present in the middle of a global pandemic! Thank you sincerely
Ryan is always on the end of the phone or an email if you have a question and you can remain assured that there is no thing as a stupid question! I could recommend the Eden team higher for professionalism, a personal service and giving you piece of mind that everything will be taken care of. This has become even more present in the middle of a global pandemic! Thank you sincerely
Rebecca Whittemore
Oct 28, 2020
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My partner and I were looking at purchasing our first house, we were recommended to Eden by a friend and I’m so glad we were. Ryan who sorted our mortgage and life insurances was absolutely fantastic, professional and explained every little detail and answered any questions we had. Would highly recommend.
Andy Rose
Oct 24, 2020
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Chris Hone
Oct 08, 2020
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Mr. Strover
Sep 14, 2020
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Sebastian Szczesniak
Sep 01, 2020
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When my wife and I decided to sell our flat and buy a house we knew we needed help from someone who knows what to do. Deepak was the best man for the job, very professional and knowledgeable, he discussed with us every option and gave us some very good advice. He answered all our never-ending emails and phone calls. He is very trustworthy, reliable and a pleasure to deal with. We would highly recommend Deepak for all your financial needs.
Sean Stokes Sean & Julie
Jun 23, 2020
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Positive: Professionalism, Responsiveness
My wife and i have been using Eden F&WM for a number of years and the service we receive from Deepak Sukhani is first class. Deepak and the team are extremely professional, knowledgeable, reliable and trustworthy. We would highly recommend. Sean & Julie Stokes
My wife and i have been using Eden F&WM for a number of years and the service we receive from Deepak Sukhani is first class. Deepak and the team are extremely professional, knowledgeable, reliable and trustworthy. We would highly recommend. Sean & Julie Stokes
Simone Reay
Jul 07, 2019
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Having never gone through the mortgage and buying a house process before I was a bit nervous. We decided to use Eden because then we could look at lots of different deals and what would be available to us. Ryan was brilliant, even when I may have emailed and called him on a daily/weekly basis, he was patient and helped me with all of my questions.
He was also brilliant in helping talk with our estate agents and solicitors etc.
I couldn't have asked for a better experience, we have the house of our dreams and it was such a stress free experience.
Thank you Ryan!!
He was also brilliant in helping talk with our estate agents and solicitors etc.
I couldn't have asked for a better experience, we have the house of our dreams and it was such a stress free experience.
Thank you Ryan!!
