Eaden Wealth Management

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The Stables, Lingcroft Grange, Wetherby, North Yorkshire, LS22 5XY

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https://eadenwm.co.uk/

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FCA Number: 401696

Number of Employees

• ✔No. of Financial Advisers: 2
• ✔No. of Employees: 7

Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past; however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture.

Expert advisers
A broad perspective of your situation
A lasting relationship
These are three distinct benefits to the St. James's Place approach to Wealth Management.

Criteria

• ✔ Min Pension Fund Level: £100,000
• ✔ Min Wealth Fund Level: £100,000

Fees

Our fees reflect our managed portfolio approach to looking after your assets. The fees reflect great value relative to our historic performance of our investments portfolios. Charges Start at 5% of investments, but may be reduced depending on the nature of the business we undertake for you. Please get in touch to confirm the scope of the work required and likely charges.

✔ Fixed Fee:

£0

✔ Initial Fees as % of investment:

5%

✔ Ongoing Fees as % of investment as annual charge:

0.5%

✔ Charges include platform fees:

yes

Eaden Wealth Management is based in Wetherby, has 2 financial advisers in Financial Services. Eaden Wealth Management is registered with the FCA (registration number: 401696). You can check the firm registration with the FCA here.

Eaden Wealth Management are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Equity Release
• ✔ Life Insurance
• ✔ Insurance
• ✔ Commercial Insurance
• ✔ Debt

Directions to Eaden Wealth Management from the Motorway

1. Proceed northwest on A1 (M).
2. Maintain your course onto A1.
3. Proceed further onto A1 (M), in the direction of Wetherby/Manchester/Leeds/M62.
4. Stay in the left lane to remain on A1(M).
5. At junction 46, opt for the B1224 exit towards Wetherby/York.
6. Arriving at the roundabout, choose the fourth exit onto B1224.
7. At the succeeding roundabout, select the first exit onto York Rd/B1224.
8. Make a left turn onto Turnpike Lane.
9. Continue onwards to Main Street.
10. Make a right turn onto Lingcroft Lane. Note that this road has restricted usage.

List of advisers under Eaden Wealth Management:

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.