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Personal Services

We offer a flexible service at a local level around you and your family. Learn more about the different ways we help people achieve their goals.

Supporting Individuals and Families with Their Financial Goals

Eclipse Financial Planning exists to support you and your family in all areas of personal finance. We are committed to helping our clients make the best decisions for themselves and their loved ones.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Insurance

Life is by nature uncertain, but for those uncertainties, Financial Protection can be put in place to protect you and your family from the unfortunate and the unforeseen.

Life is by nature uncertain, but for those uncertainties, Financial Protection can be put in place to protect you and your family from the unfortunate and the unforeseen.

Mortgages

We can assist you with your mortgage needs regardless of your situation, whether you’re a first time buyer, moving home, or are thinking about investing in property.

We can assist you with your mortgage needs regardless of your situation, whether you’re a first time buyer, moving home, or are thinking about investing in property.

Savings and Investments

At the heart of any Financial Plan, there will be a commitment to put money aside and invest it for the long term.

The world of savings and investments is diverse, and our Wealth Management service  can help you to navigate this and find an appropriate product range for your needs.

At the heart of any Financial Plan, there will be a commitment to put money aside and invest it for the long term.

The world of savings and investments is diverse, and our Wealth Management service  can help you to navigate this and find an appropriate product range for your needs.

Pensions

Good pension planning comes long before retirement and continues up to and for the duration of your retirement. Pensions have offered more flexibility in recent years, but with this comes more complexity.

We can help you navigate through the myriad of options to make the most of your accumulated wealth, and find a solution that best fits your needs and intended lifestyle.

Good pension planning comes long before retirement and continues up to and for the duration of your retirement. Pensions have offered more flexibility in recent years, but with this comes more complexity.

We can help you navigate through the myriad of options to make the most of your accumulated wealth, and find a solution that best fits your needs and intended lifestyle.

Estate Planning

One of the largest areas for growth in terms of tax revenue for the government is from inheritance tax. Inheritance planning can be complex, with a vast array of allowances and exemptions.

Good planning before end-of-life can significantly reduce the amount of tax paid and can make probate easier to administer, saving stress for executor and beneficiaries alike.

The Financial Conduct Authority do not regulate estate planning.

One of the largest areas for growth in terms of tax revenue for the government is from inheritance tax. Inheritance planning can be complex, with a vast array of allowances and exemptions.

Good planning before end-of-life can significantly reduce the amount of tax paid and can make probate easier to administer, saving stress for executor and beneficiaries alike.

The Financial Conduct Authority do not regulate estate planning.

“I was buying my first home and my good friend recommended Tom to me. After the first call I knew I could trust him, and he helped me not only getting my first home but also has prepared a plan for me for the many years to come. This involved mortgages, protection and financial planning. I’ve been pleased with the level of service and attention I was given.”

– Steve, London –

“I hadn’t invested before and wanted to invest some of my income for my future to support my retirement. Eclipse did all the hard work in terms of setting up the funds. It’s early days, but I am happy so far. I have no real issues or concerns that the point, and I know I can contact my adviser if I need anything.”

– Adam, London –

“I had money sitting in an account which needed investing. Tom advised me and explained any technicalities. It’s early days regarding the investment but the process was straightforward and Tom’s service was reassuring and thorough, with great communication. So far I have no complaints as Tom has been very helpful and great at communicating.”

– Andy, Kent –

“Eclipse Financial Planning helped me with a consolidation of my Pension plans. My adviser helped make my choices clear, and helped with the administration of the process. I’m very happy with the service and in 2020 I think Tom has kept in touch and been there for advice despite the issues the Pandemic has caused.”

– Russ, Kent –