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 right 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.
Wealth Management
You might be starting out and making your first investment, approaching retirement and wanting to ensure you don’t run out of money too soon, looking to finance later life care costs or wishing to pass on your assets to the next generation.
Whatever your circumstances our whole of life wealth management service ensures the investments we recommend as part of your financial plan fit with your chosen goals. As part of our ongoing service we will review, monitor and manage your investments in line with your planning needs.
You might be starting out and making your first investment, approaching retirement and wanting to ensure you don’t run out of money too soon, looking to finance later life care costs or wishing to pass on your assets to the next generation.
Whatever your circumstances our whole of life wealth management service ensures the investments we recommend as part of your financial plan fit with your chosen goals. As part of our ongoing service we will review, monitor and manage your investments in line with your planning needs.