Expertise

  • Finance
  • Wealth Management
  • Wills, Trusts and Inheritance
  • Pension Planning
  • Pension Transfers
  • Pensions Freedom
  • Pensions on Divorce
  • Life and Health Protection
  • Income Protection
  • business advice
  • Long-term Care Planning
  • New pensions

Summary

Eaden Wealth specialises in providing detailed assessments of objectives, analysis of risk profiles, and providing ongoing asset allocation advice; and a rigorous review system is in place for all private clients, with regular meetings to maximise understanding and realisation of clients’ aims and wishes. The minimisation of all forms of taxation, but in particular Inheritance tax, is covered in detail; and priority is given to fully understanding each individual client’s needs and objectives.

At Eaden Wealth we believe that every client is individual, with very personal needs and requirements, and therefore tailors his recommendations appropriately to provide bespoke portfolio management solutions.

The success of Eaden Wealth Management is borne out by their position within St. James's Place as one of the leading wealth management companies for clients' funds under management in the whole of the United Kingdom.

Email Eaden Wealth- Partner Practice of St. James's Place Wealth Management

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