Financial Planning

We can help you to identify your goals and create a plan to help make sure your investments are working for you.

Call 0345 355 3242 ›Get a call back ›

Our Financial Planning service

Whether you are considering making a new investment, or simply wish to review your existing arrangements, we are here to help.

1

Analyse

We’ll take an expert look at your finances, to ensure we fully understand your circumstances and objectives.

2

Prioritise

Based on the information that you provide we will be able to research the best options that reflect your own personal circumstances

3

Plan

Using our expertise we will prepare a clear and detailed financial plan to help you reach your goals.

Book your initial appointment today

Get a call back ›

FAQS

Please select the statement below that best represents your situation

I have no savings yet

Most people recognise the importance of saving for the future. There are many events which, today, may seem like a long way off but when the time comes will require a substantial financial commitment.

Events such as home improvements, a child’s wedding, or even the holiday of a lifetime can be expensive but planning for these events can take the financial strain away, leaving you free to concentrate on other things.

Call us now on 0345 355 3242 to discuss your future savings plans.

I want to review my investment performance

Regular checks on your investments should be as routine as regular checks on your health. The decisions you took when setting up your investments were based on the market conditions and your attitude to risk at that particular point in your life.

However, your expectations and attitudes may have changed over the years and the decisions you made initially may not be the most appropriate for your current circumstances.

An experienced EISFS Financial Adviser can review all of your investments and give you a clear indication of how they are performing and whether they are still suitable for your needs. Often large changes are not necessary and a simple course correction is all that is required so that your investment can get back on track.

Call us now on 0345 355 3242 to arrange a review of your investments.

I have a lump sum and wish to generate an income

Generally, EIS members who are looking for income are recently retired and trying to enhance their pension income by utilising retirement lump sums and existing investments. There are a number of very attractive, tax efficient ways to draw an income from your savings.

An EISFS Financial Adviser can guide you through the maze of options available and make a clear recommendation on the most suitable strategy for your individual circumstances.

Call us now on 0345 355 3242 to discuss your options further.

I have a lump sum and wish to maximise growth

Banks and Building Societies used to be seen as ‘safe havens’ for your money but, while the capital value of the investment may be relatively secure, the ‘real’ value of your money may be seriously eroded by inflation. This is sometimes referred to as ‘Going Broke Slowly’.

In times of market uncertainty and low interest rates, the issue of where to put your hard-earned money is a cause for concern for many EIS members. That is why it is important to speak to one of our team of experienced EISFS Financial Advisers.

Investing doesn’t need to be high risk and there are a number of tax efficient, lower risk alternatives available. Let us guide you through your options in a straightforward, easy to understand manner.

Call us on 0345 355 3242 for further information.

Get a call back

  • What would you like to talk about?
  • Schedule your call
  • About you

What would you like to talk about?

Call me about...

I want to talk about...

Any more information?

Schedule your Call

Let us know when to contact you

EIS Financial Services' Data Privacy Notice available here details how we as a company process your personal data and the legal bases we rely on for the processing of your personal data. It also provides you with important information regarding your rights in relation to the personal data we hold about you and with information on how you can exercise these rights. If you would like to receive a copy of this by post please contact us at 0345 355 3242 to request this.

About you

Name

Location

Email

Phone number