Eagle Financial Services

Financial Planning Consultants in Huddersfield

Critical illness cover | Income protection | Life assurance | Pensions | Investments | Mortgages | Buy-to-let | Inheritance tax mitigation | Home insurance

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Sound financial advice.
Specialist trained advisers.
Family Business.
Eagle Financial Services (Huddersfield) Ltd is a family business with two financial planning consultants. Graham Slater and Marjorie Wheelhouse have over 50 years of Financial Services experience between them. We also have an Office Manager, Jill Gonzalez, who looks after the daily affairs of the business.
We provide face to face financial planning to both individual and corporate clients.  Our advice is always tailored to reflect the individual needs and aims of our clients.

The philosophy of our team is to build long term relationships, based on mutual openness and trust. Our aim is to ensure that we provide a quality, professional service. However, needs and circumstances will change over time. Therefore we believe it is important to ensure that financial planning is reviewed on an ongoing basis to keep up to date.  We ensure that agreed contact is kept with our clients to discuss any changes that may be appropriate.

Pensions

We can help guide you through the pensions maze

Investments

Advice on the best savings and investment plan for you

Critical Illness

Protect your family
and you

Life assurance

Help protect your
loved ones

Income protection

To protect you against loss of income

Home insurance

Protect your
home

Mortgages

One of the most important financial decisions you’ll make

Inheritance tax

Inheritance tax
mitigation

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

What We Do.
Our aims.
Our aim is to build a clear understanding of your individual circumstances, needs and wider financial goals.  This personalised approach is the cornerstone of sound financial planning.

During our initial meeting we’ll talk about your needs and objectives and how these can be met.

Are you looking for a financial adviser in Huddersfield or a financial planning consultant in Huddersfield? Get in touch today. Use the form below or call us on 01484 543100.

I was introduced to Graham by my girlfriend when I wanted to discuss my long term financial plans. Graham identified the areas I needed cover in and explained the differences between each area. Graham and his team made the application process very easy for me and I am happy that I am protected in case of any life changing event.

He has also kept in contact with me and we have an annual catch up to check that my cover still matches my plans. However, if something changes or I need to check some information, he is always at the end of the phone – I contacted him when I changed jobs to check if I needed to change anything.

I am happy that I have the correct cover in place and would totally recommend Graham and his team to anyone needing financial help.

Thanks again for your help – I am much more relaxed knowing that I have things in place if needed.

A.R.

Get in touch!

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    Eagle Financial Services (Huddersfield) Ltd is an appointed representative of The Openwork Partnership which is a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.

    Eagle Financial Services (Huddersfield) Ltd is registered in the UK.  Company number 10204909.  Registered address 2a Moorside Road, Kirkheaton, Huddersfield, England, HD5 0LX.

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