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Financial Planning for Life

As financial advisers, we help to make your future brighter by enabling you to move out of the darkness, and to shed light on your financial situation.

Financial Planning for Life

As financial advisers, we help to make your future brighter by enabling you to move out of the darkness, and to shed light on your financial situation.

Why Everyone Should Have a Financial Adviser

Financial Advisers, and how they can help, is usually an unknown area to many. This is particularly concerning when the area of personal finance can so often be complex, daunting, and obscure, yet nevertheless integral to everyone’s quality of life.

A Financial Adviser can provide clarity in this area; helping to formulate a plan and monitor it over a lifetime – ensuring you have the best chance of achieving your financial goals, and ultimately enjoying your life to the fullest.

The Eclipse Advantage

Money can be a highly emotive subject and having a Financial Adviser to assist can help you to maintain your objectivity. This leads to better decisions being made, and naturally better outcomes.

The experience, training, and qualifications that comes with a dedicated, full-time professional saves you and your family time, both now and later in life, and protects you from any mistakes you might make yourself.

This easing of the burden enables you to spend more time with your loved ones, indulging in your hobbies, or furthering your career or business.

Money can be a highly emotive subject and having a Financial Adviser to assist can help you to maintain your objectivity. This leads to better decisions being made, and naturally better outcomes.

The experience, training, and qualifications that comes with a dedicated, full-time professional saves you and your family time, both now and later in life, and protects you from any mistakes you might make yourself.

This easing of the burden enables you to spend more time with your loved ones, indulging in your hobbies, or furthering your career or business.

Financial advice goes beyond investments. Whilst investments are an important part of any financial plan, there are many other areas to consider, from tax treatment, maintaining control, to financing for your property, as well as insurance to mitigate the potential financial pain from unfortunate and unforeseen events.

We realise that different people have different requirements at different times in their lives. We also realise that these requirements will differ for each individual within a family or a business. Fundamentally, the right advice for one person may not be suitable for another, and our task is to craft the best possible advice for you.

Financial advice goes beyond investments. Whilst investments are an important part of any financial plan, there are many other areas to consider, from tax treatment, maintaining control, to financing for your property, as well as insurance to mitigate the potential financial pain from unfortunate and unforeseen events.

We realise that different people have different requirements at different times in their lives. We also realise that these requirements will differ for each individual within a family or a business. Fundamentally, the right advice for one person may not be suitable for another, and our task is to craft the best possible advice for you.

Eclipse Financial Planning wraps up Investment, Mortgage, and Protection advice in a complete, holistic service.

At the core of our service is our focus on you and your circumstances. We focus on taking the time to really understand what your needs are in whichever areas you need advice, and through our planning process we’re able to offer a tailored, yet robust approach to helping our clients achieve their goals.

We pride ourselves on being able to help you make the most of your financial situation, and we enjoy working with our clients on an ongoing basis to help them maximize their wealth.

Eclipse Financial Planning wraps up Investment, Mortgage, and Protection advice in a complete, holistic service.

At the core of Eclipse’s service is our focus on you and your circumstances. We focus on taking the time to really understand what your needs are in whichever areas you need advice, and through our planning process we’re able to offer a tailored, yet robust approach to helping our clients achieve their goals.

We pride ourselves on being able to help you make the most of your financial situation, and we enjoy working with our clients on an ongoing basis to help them maximize their wealth.

Our Services

“I had some savings that I wanted to invest. Tom spent time explaining different investments and helped me work out what was the best fit for me. Tom then put everything together for me and I’m pleased with the performance so far. I’ve been very happy with the overall service. “

– Ana, London –

“Tom took over from my previous adviser who had recently retired. I thought it was important to continue for advice regarding my investments. We’ve only been working together about a year, but has already been extremely helpful in looking forward to retirement and the financial planning around this. He illustrates scenarios well and has given me confidence to reduce my working hours improving work/life balance.”

– Jane, Kent –

“I retired after over 30 years in Financial Services and needed assistance with a pension transfer. Tom arranged the pension transfer and provided an investment strategy that I had not considered. Tom also has a wealth of knowledge regarding funds and investment markets. Yes. Unfortunately my retirement coincided with the Coronavirus Pandemic and my investments plummeted. With Tom’s investment strategy and fund selection the investments are almost back to their original level.”

– Steve, Kent –

Blog / Latest News

Stay up to date with the latest news from the financial world, thoughts from your adviser, and general news about Eclipse Financial Planning (including any events/seminars we are running).

All blog and news posts will be archived twelve months after their initial publication, to ensure our feed remains up-to-date.