Financial Advice
Effective financial planning means engaging on a one-to-one basis, eye-to-eye with an advisor.
financial adviceEffective financial planning means engaging on a one-to-one basis, eye-to-eye with an advisor.
financial adviceIn response to growing requests from readers Eddie points the way to common sense investments,
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at your eventEddie's private practice, FDM Ltd, is pretty full but if you complete the financial profile below, ideally with some covering information telling us what's on your mind (in the "extra comments" field), we'll review it and get back to you. If we can' t help ourselves we'll try to position you with someone who can. Filling in the detail gives us valuable insight and information that helps us to help you so don't be shy about including your thoughts with the profile.
Please complete the "Financial Profile" form below. Both to comply with the rules of the Financial Regulator and as a matter of best practice, FDM Ltd cannot customise advice to your position without first having at least an initial understanding of it.
We'll review your information and get back to you. If we can't help ourselves we'll try to position you with someone who can.
Once we gain an understanding of your priorities we can advise you on the best way to achieve your financial goals.
By giving us as much background as you can right now you can speed up the advisory process, save time and get the best matched advisor. (The short profile is an alternative but more background will be needed anyway as part of regulatory rules related to our advisory process).