Fee Based Financial Planning Services

Effective financial planning means engaging on a one-to-one basis, eye-to-eye with an advisor. Eddie’s private practice, FDM Ltd, is pretty full but if you complete the financial profile below we’ll review it and get back to you.



From time to time nuggets appear on a whole host of subjects related to personal finance and other issues. Eddie's Blog


"Short Hands, Long Pockets: The Informed Guide to Debt and Spending" (with free financial software) Buy the Book


Schedule times and updates on Eddie's TV programmes. On the Box


Eddie is available for organisations on a fee basis and to charities, where possible, on a voluntary basis. At your event





Fee Based Financial Planning Services

Eddie’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.

Step One

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.

Step Two

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.

Step Three

Once we gain an understanding of your priorities we can advise you on the best way to achieve your financial goals.

Your Financial Profile

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).

Information on Confidentiality
Personal Details
  
  
  
  
  

  
  
  
Annual Income
  
  
  

Assets
  
  
  
  
  
  

  
  
  

Loans