People you can trust to be
Independent
We are a firm of Independent Financial Advisers specialising in the management of investment portfolios, pensions and estate planning.
We’ve been helping clients navigate complex financial markets since March 2007 and from those very early days, our business has evolved primarily through client recommendations.
Impartial advice of the highest quality
We our highly skilled advisers use state of the art technology enabling us to meet all of our clients’ financial needs and achieve their objectives in the most cost effective way.
Our approach
1. Review meeting
We undertake a comprehensive financial review of your circumstances and financial objectives taking account of any
existing arrangements.
4. Financial plan
We will present you with a comprehensive financial report to be discussed and
refined as required.
2. Goal setting
We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these objectives.
5. Implementation
We will discuss the appropriate ongoing
plan to ensure the successful delivery
of your goals.
3. Analysis & research
We will undertake thorough
independent analysis and research
to tailor individual solutions to
your needs and goals.
6. Regular reviews and
Cash flow analysis
We will diarise reviews in advance to
ensure the financial plan we have
put in place is refined and keeps pace
with any change in circumstances.
Our Team
Jon Eastwood
Principle, Financial Adviser
E: jon@eastwood-ifa.co.uk
T: 01494 957594
M: 07875 368242
After Jon left church ministry he started as an adviser with Equitable Life which later became Bank Of Scotland Investment Service (BOSIS). Jon was later headhunted by Hargreaves Landsdown Corporate Solutions. In 2007 Jon set up EFS as he wanted to make sure clients were receiving the best possible advice and the best cost with the utmost integrity. Any spare time Jon has is spent with his family, walking his dog and he enjoys cycling and playing golf.
Pip Sharma
Senior Sales Support
E: pip@eastwood-ifa.co.uk
T: 01494 957597
Pip joined EFS in 2010 working alongside Jon and has over 35 years working in Financial Services. Outside of work Pip loves spending time with her family and is always looking to increase her quizzing knowledge.
Debbie Morrell
Mortgage Adviser
E: debbie@eastwood-ifa.co.uk
T: 01494 899001
M: 07964 689613
Debbie joined EFS in 2018 but had already been working with the team for 2 years and has over 20 years experience working in mortgages. If she’s not working Debbie is either with family, walking or possibly baking.
Matt Penson
Trainee Adviser
E: matt@eastwood-ifa.co.uk
T: 01494 957595
Matt joined EFS in 2018 and provides support to the advisers and other members of the team. He holds the CII Diploma in Regulated Financial Planning. Outside of work, he loves having quality family time, which he needs being a long suffering Fulham fan.
To book an initial meeting where we can learn about your financial opportunities, please get in touch with one of our advisers today.
T: 01494 874801
E: office@eastwood-ifa.co.uk
