Our Services

The first aim here at Eildon Financial is to get to know our clients so we can ensure any services they need are personalised to them. A solid financial plan is usually the first step towards achieving financial goals. Our advisory team will work closely with you to help you get the most out of your wealth, both now and for the future.

It may be that as we strive to deliver the best possible service, you work with different team members because they all have different specialist areas.

Below you will find a list of all the services we provide.

  • Investment Planning – ISAs, Investment Bonds and Investment Funds
  • Retirement Planning – Pensions, Flexible Drawdown, Annuities   
  • Defined Benefit Pension Transfers
  • Cashflow Planning
  • Long Term Care
  • Residential Mortgages
  • Buy to Let Mortgages
  • Equity Release
  • Life & Critical Illness cover
  • Income Protection
  • Whole of Life