Important

Before we provide you with financial advice, you should read this Financial Services Guide (FSG)
because it contains important information designed to help you decide whether to use our services. It
contains information about:
· The initial and ongoing advice we provide;
· Our service offer and advice fees;
· Who to contact should you have a complaint.

About Us

Eadon Financial Planning was established in 2009 to provide financial advice to clients of Eadon Home
Loans.

Our financial planning

process

We follow a defined financial planning process so that you can achieve all of the benefits of financial
planning advice. Of course, everyone is different, with different circumstances, needs and goals. We
treat every client as an individual, but by following a defined process, you know what to expect from us.
The initial advice process covers our first appointment all the way through to the implementation of your
financial plan. We do this by:
(1) Identifying where you want to be
Initially, we help you identify your financial and lifestyle goals. This ensures we understand your
needs and you can understand what to expect from us.
(2) Considering the opportunities and risks
We assess your current situation and investigate the range of financial options available for you to
reach your goals.
(3) Bridging the gap
Based on discussions with you and research we conduct, we will devise a strategy to bridge the gap
between where you are now and where you want to be.
(4) Bringing your plan to life
We work closely with you to implement your financial strategy. We help you to complete any
necessary paperwork and are available to attend meetings with your accountant, solicitor and
general insurer so that your strategy is implemented efficiently.
As time goes on and circumstances change, your financial plan will need to be changed to keep up to
date with your changing needs. The final step in our advice process ensures your financial plan remains
on track, by providing you with regular ongoing advice.
(5) Staying on track with regular ongoing advice
Finally, we design an ongoing service programme to ensure your plan remains up to date as your
life changes and so you can obtain the benefits of ongoing reliable advice.
Sometimes, life takes us in unplanned directions. When you need a little extra help on top of our initial
or ongoing advice, just ask us to provide you with some additional advice. We are there to help you –
whatever the occasion.

Read more about Ian's Financial Services Guide.
Read more about Stephen's financial Services Guide.