People you can trust
Working together
We firmly believe in the importance of working together to build rewarding relationships and working closely with you, enables us to help you fulfil and achieve your objectives.
Eastwood was established in 2007 and we have over 75 years of experience in providing high quality impartial advice.
“
Susan
EFS act with integrity. They really seek the
best interest of their clients and their future plans.
”
Whether your inquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences.
It is therefore, essential that you seek professional independent financial advice from people you can trust.
Personal
The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
Business
Eastwood Financial provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.
Our approach
Our initial meeting is on us and we will discuss how we will be paid for our services should we be instructed to proceed. 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.
