Eden Financial & Wealth Management Ltd

Eden Financial & Wealth Management Ltd We are Independent Financial Advisers based in Milton Keynes. Eden provides comprehensive financial advice to Private Clients & Business Owners.

Eden Financial & Wealth Management Ltd is a member of the In Partnership group a highly respected national network so you can have confidence our advice process & compliance procedures follow strict guidelines set down by the network. We have also satisfied the rigorous criteria relating to professional qualifications and ethical good practice & as a firm are wholly committed to providing the best

possible advice, service and support. With over 50 years experience between us in the Financial Advice sector, we understand on both a professional & personal level the issues you can encounter through your various life stages. We help you navigate the complex financial markets utilising sophisticated investment portfolios & tax efficient retirement strategies. Based in Milton Keynes, Eden is firmly positioned as a boutique independent financial advisory practice offering a high level of personal service and financial advice to private clients.

13/03/2024

Good afternoon,
Please note a staff member's personal page has recently been cloned and the cloned page appears to be promoting a financial scam.
Should you receive any messages, we would ask that you delete the messages and report the page to Meta.
Note that we do not offer any financial promotions through personal messages on facebook or any other social media platforms. If in doubt, please contact us directly.

15/07/2022

Is a financial planner the same as an accountant?
People often get confused and assume that financial planners and accountants do the same job.
But we are very different!
A financial planner sometimes called an IFA, can help you with retirement planning, managing investments, personal risk protection and all-round financial advice.
As an accountant our specialism is your business finances, tax commitments, reporting, budgeting, and general business guidance. So, for example, we cannot offer advice on pensions or investments.
We are always here to help and we have a number of trusted advisors we know if its an area we do not deal with.

https://edenfwm.co.uk/news/future-wealth/
08/07/2022

https://edenfwm.co.uk/news/future-wealth/

Future wealth Posted on 4th May 2022 at 8:11 am.Written by admin The average British child is worth just under £5,000 by the time they reach school When we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your desce...

https://edenfwm.co.uk/news/scammers-socially-engineer-victims/
01/07/2022

https://edenfwm.co.uk/news/scammers-socially-engineer-victims/

Scammers’ ‘socially engineer’ victims Posted on 4th May 2022 at 8:11 am.Written by admin 17% increase in suspicious or scam-related activity Any of us can fall victim to a scam. Scams are increasingly common and many people are caught out. They can be very distressing, and the impact is often ...

https://edenfwm.co.uk/news/festive-financial-gifts/
21/09/2021

https://edenfwm.co.uk/news/festive-financial-gifts/

Festive financial gifts Posted on 2nd November 2020 at 2:00 pm.Written by admin Deciding on the right investments for the children in your life As the festive season approaches, have you thought about gifting your children or grandchildren something different this Christmas? Giving them a good start...

https://edenfwm.co.uk/news/tax-efficient-investments/
14/09/2021

https://edenfwm.co.uk/news/tax-efficient-investments/

Tax-efficient investments Posted on 2nd November 2020 at 1:59 pm.Written by admin Investment into smaller and younger UK companies with offer of generous tax relief For appropriate sophisticated investors who have available funds left over after fully using this current year’s tax-efficient wrappe...

https://edenfwm.co.uk/news/state-pension-age-rises/
07/09/2021

https://edenfwm.co.uk/news/state-pension-age-rises/

State Pension age rises Posted on 2nd November 2020 at 1:58 pm.Written by admin How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’) is simple. If you have reached your 66th birthd...

https://edenfwm.co.uk/news/future-self/
31/08/2021

https://edenfwm.co.uk/news/future-self/

‘Future self’ Posted on 2nd November 2020 at 1:58 pm.Written by admin Boosting future retirement savings Young people are faced with a unique set of challenges when it comes to saving for retirement. One of these is perception. They can often think of their ‘future self’ as a different perso...

https://edenfwm.co.uk/news/are-you-keeping-too-much-in-cash/
24/08/2021

https://edenfwm.co.uk/news/are-you-keeping-too-much-in-cash/

Are you keeping too much in cash? Posted on 2nd November 2020 at 1:57 pm.Written by admin Savers holding onto extra cash during the COVID-19 pandemic Some savers are putting their hard-earned money at risk by holding too much on deposit. Savers holding onto extra cash during the coronavirus (COVID-1...

https://edenfwm.co.uk/news/bank-of-mum-and-dad-3/
17/08/2021

https://edenfwm.co.uk/news/bank-of-mum-and-dad-3/

Bank of Mum and Dad Posted on 2nd November 2020 at 1:57 pm.Written by admin Make sure you can afford it and understand any tax implications Parents have always supported their children in lots of different ways. These days, growing numbers of parents see their adult children struggling to build up e...

https://edenfwm.co.uk/news/investing-with-a-conscience/
03/05/2021

https://edenfwm.co.uk/news/investing-with-a-conscience/

Investing with a conscience Posted on 2nd November 2020 at 1:56 pm.Written by admin Placing money in companies that bring positive change Issues such as climate change and sustainability have become increasingly hot topics globally and often the subject of conversation. As a result, Environmental, S...

Address

6 Aspley Hill
Woburn Sands
MK178NJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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