About Eastwood Financial Solutions
Eastwood Financial Solutions is a firm of independent financial advisers specialising in the management of Investment portfolios, Pensions and Estate Planning.
We’ve been helping clients navigate complex financial markets since March 2007 and from those very early days, our business has evolved primarily through client recommendations.
Based in Gerrards Cross, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients’ wealth and sense of well being.
Our qualified advisers cover the whole financial services market and provide a tailor made solution specific to your needs and objectives as you walk through the various phases of your life. Whether you are seeking to build an Investment portfolio, creating a tax-efficient retirement strategy, or Estate Planning solutions we have the expertise to provide the answer.
Impartial advice of the highest quality
At EFS our highly skilled advisers use state of the art technology enabling us to meet all of our clients’ financial needs and achieve their objectives in the most cost effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, mortgage, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs. In other words, recommendations that are totally in our clients’ best interests.
How We Are Paid
At the outset, EFS arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective clients’ needs and objectives.
At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. We do not charge for this preliminary meeting and there is no obligation on either side.
During the initial consultation, we will explain the options for payment of our remuneration, which can be either by the product or via invoice.
Adviser Charges are paid to an Independent Financial Adviser (IFA) firm by a Product Provider, usually an insurance company, for the successful placing of business. This remuneration is included within the provider’s normal product charges.
Fees may be subject to VAT and we will advise you whether or not this is the case. Under current legislation Adviser Charges do not attract VAT.
Whether we take our remuneration by way of Adviser Charges or fees, will be a matter of discussion between us followed up with a written agreement, no charges for fees will be made without prior notification.
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service.
We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.
EFS focus on flexibility, offer a wide range of investment options and different price structures to choose from.