Business Details
16 Years
experience
Your Trusted Financial Advisers in Milton Keynes
Eden Financial has been providing independent financial advice since 2010, serving private and corporate clients in Milton Keynes and across the UK. Our team of qualified advisers holds over 65 years of combined experience, utilising state-of-the-art technology to deliver impartial, client-focused solutions. We specialise in pensions, investments, mortgages, and wealth protection, prioritising long-term relationships built on trust and transparency. Our approach involves thorough understanding of client needs before recommending tailored strategies, with a commitment to ongoing support and education.We work collaboratively with accountants and solicitors to ensure comprehensive financial planning, maintaining full regulatory compliance through our association with Best Practice IFA Group Limited. Our fee structure is always clearly communicated, and we pride ourselves on demystifying complex financial markets to empower informed decision-making.
Services
Pensions
Investments
Mortgages
Protection
Details
- Year established: 2010
Highlights and features
- 65+ years combined experience in financial advisory services
- Personalised approach tailored to individual financial goals
- Transparent communication and clear fee structures
- Client testimonials highlighting exceptional service and trust
- Holistic financial planning with ongoing support
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Extremely knowledgeable
Trust implicitly
Holistic approach
Proactive advice
Sound recommendations
Services
Pensions
We provide comprehensive pensions advice covering individual and group schemes, helping clients navigate changing legislation and optimise retirement income. Our specialists create tailored strategies considering risk appetite and financial goals, ensuring tax-efficient solutions for long-term security. With expertise in pension freedoms, we help clients make informed decisions about their retirement options.
Investments
Our investment services focus on building portfolios aligned with clients' financial objectives and risk tolerance. We offer guidance on regular savings plans and capital growth strategies, helping clients achieve goals like property purchases, education funding, or retirement enhancement. We continuously monitor market conditions to optimise investment performance while managing risk.
Mortgages
We provide mortgage advice covering all stages of the home-buying process, from first-time purchases to complex property transactions. Our advisers help clients find suitable mortgage products from the whole market, considering factors like interest rates, repayment terms, and individual circumstances. We guide clients through the application process while explaining all associated risks and requirements.
Protection
Our protection services focus on securing clients' financial future against unexpected life events. We advise on inheritance tax planning, life insurance, and asset protection strategies to preserve wealth for future generations. Our approach combines lifetime planning with tailored wills and trusts to ensure clients' assets are protected according to their wishes.
People
Neil Brown
Financial Adviser
Neil has over 15 years' experience in financial services, specialising in personal financial planning. He takes a holistic approach to client needs, focusing on long-term relationships and comprehensive financial strategies.
Pietro
Financial Adviser
Pietro brings extensive expertise in pensions and investments, known for his thorough approach to understanding client requirements. He specialises in creating tailored investment portfolios that align with individual risk profiles and financial goals.
Jim Deery
Mortgage Specialist
Jim has significant experience in mortgage advisory services, helping clients navigate the property market. His expertise includes tracker mortgages and complex financing arrangements, with a focus on long-term client satisfaction.
Questions
What financial services do you offer?
We provide independent advice on pensions, investments, mortgages, and wealth protection, tailored to both individual and corporate client needs.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as an Appointed Representative of Best Practice IFA Group Limited, which is authorised and regulated by the FCA (registration number 223112).
How do you charge for your services?
We provide clear explanations of our fees before undertaking any work, with charges varying according to the complexity and scope of the financial advice required.
Do you offer initial consultations?
Yes, we typically offer an initial meeting at no charge to understand your financial requirements before providing detailed recommendations.
How can I make a complaint?
Formal complaints can be submitted to Benchmark Capital Limited via their specified contact details, with escalation options available through the Financial Ombudsman Service.
What areas do you cover?
While based in Milton Keynes, we provide financial advisory services to clients throughout the United Kingdom.
Reviews (7)
Jatan Parmar
Jan 07, 2021
Report
Positive:Professionalism,Quality
Eden helped us get our first house. Very helpful and professional. Happy to recommend.
Eden helped us get our first house. Very helpful and professional. Happy to recommend.
Alison Jordan
Nov 10, 2020
Report
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
Report
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
Report
My partner and I were looking at purchasing our first house, we were recommended to Eden by a friend and Im 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
Report
Positive:Professionalism,Responsiveness
My wife and I decided to take out an Equity Release Mortgage and Jim Deery made the whole process simple and easily understandable. We would recommend Eden without hesitation to anyone as they have been so helpful during the past two months
My wife and I decided to take out an Equity Release Mortgage and Jim Deery made the whole process simple and easily understandable. We would recommend Eden without hesitation to anyone as they have been so helpful during the past two months
Chris Hone
Oct 08, 2020
Report
Positive:Professionalism,Quality
I have used Jim from Eden for the last 22 years doing every mortgage I have had and they have always provided an exceptional service, great value and saved me a lot of money. Highly recommended
I have used Jim from Eden for the last 22 years doing every mortgage I have had and they have always provided an exceptional service, great value and saved me a lot of money. Highly recommended
Mr. Strover
Sep 14, 2020
Report
Positive:Professionalism,Responsiveness
I have used Eden Financial & Wealth Management for the last 6 years , Deepak is a great & trusted advisor who listens to your needs and requirements (he knows his stuff) . Hugely professional and pleasure to deal with.
I have used Eden Financial & Wealth Management for the last 6 years , Deepak is a great & trusted advisor who listens to your needs and requirements (he knows his stuff) . Hugely professional and pleasure to deal with.
