“ I really appreciate all the great advice…from my point of view it is great to hear it from someone I can trust. I feel much more comfortable now that I have a plan, a plan that I know is based on sound advice and reasoning”

Client Testimonial

Individuals

“I wish you to know that I am entirely happy with all your assistance in difficult times. I really valued your informed advice, but I particularly valued your giving of time so generously – so thanks again, I will come back!”

Client Testimonial

EIS has helped many individuals plan for a better and more secure financial future.

Effective financial planning is about making the best of what you have to work with so that you can improve your future financial position and get closer to your goals.

Seeing a financial planner may be triggered by a significant life event, such as receiving an inheritance, paying off your mortgage, or reaching retirement age. But in many instances there are advantages to be gained from seeking advice at any stage of your life, perhaps to ask for advice on existing investments or if only for a simple financial health check.

Some of our clients even use our services for estate planning purposes. For example, the establishment of a charitable trust as part of your will is a way in which you might leave a lasting legacy that will continue to support causes close to your heart.