Edward Paul Financial Planning
Welcome to Edward Paul Financial Planning, we have been providing Financial advice to our clients for over 25 years.
Our range of services includes Pensions, Investments and Savings, Mortgages, Equity Release and Protection Insurance.
We are committed to helping you achieve your financial goals and securing your future.
Our Services
01.
Retirement Planning
At Edward Paul Financial Planning, we understand that retirement planning can be complex and overwhelming. That's why we specialise in creating comprehensive retirement plans that help our clients achieve their financial goals and enjoy a comfortable retirement.
02.
Investment Management
Our investment management services are designed to help our clients invest without complication. We work with our clients to create customised investment portfolios that align with their financial goals and risk tolerance.
03.
Mortgages
Are you looking to buy your first home or move to a new one?
Is your existing mortgage deal coming to an end ?
Are you looking to borrow more money Home Improvements?
What ever your need, we have got you covered. Our team can help you find best options and handle the applications for you, making the process as smooth and stress-free as possible. Let us help you achieve your homeownership goals.
04.
Equity Release
Are you a homeowner over 55 looking for a way to release equity from your property? Our equity release service can help you access the funds you need without having to sell your home. With flexible options and expert guidance, we make the process simple and stress-free. Contact us today to learn more.
05.
Insurance
Insurance is a way to protect yourself and your loved ones against unexpected events. We can help you arrange Life cover, Serous Illness cover, Income Protection as well as Home Insurance to give you full peace of mind. Contact us today to learn more about how we can help you protect what matters most.
06.
Wills & End of Life Planning
We understand the importance of planning for the future and preserving your hard earned assets and savings. We specialise in Inheritance Tax Planning to help make sure your family can hold on to your property and hard earned Savings and Investments.
Contact us today to learn more about how we can assist you and provide you with the correct options..