Edgmoor Financial Planners

Edgmoor has a team of qualified professionals with extensive experience and an unrivalled commitment to client service

Assistant to the Directors Invest wisely to ensure you meet your objectives Save for retirement and enjoy the new pension freedoms Investment advice and compliance with the Trustee Act 2000 Full financial plans for those under the court of protection Take advantage of valuable tax allowances to enhance your wealth Ensure you and your family are financially secure for the long term "I am very happy with the services recommended Everything was explained clearly, concisely and professionally" "The thing I'm most grateful for, is the peace of mind I have been given in regards to how likely the portfolio will be to last into the future "

MR L-C, MILTON KEYNES

"The investments have been managed in a prudent fashion, which is our preference " "My adviser was extremely friendly and informative explaining all issues in a straight forward manner which helped me to understand everything I trust him implicitly - and I highly recommend them" "Barry helped me to invest in a different way to which I had become accustomed in the past It turned out to be more secure and more successful" "The outcome so far is way beyond what I ever imagined I genuinely don't believe he could have done anything better" "Barry listened to my concerns regarding investments, explaining how these would be handled given my inexperience and cautious nature Ever since my first meeting with Barry I have felt totally at ease with him and the way in which he has looked after my investment" "Investments made have grown, but it is not just about this, the friendly professional and helpful service Barry gives is responsive, considerate, and totally tailored to my needs "

MR & MRS P, HEYWOOD

"We have seen a fantastic return on our investments in addition to a fantastic service The attention to detail is unquestionable" "Barry is a personable and trustworthy person who works in your best interests If I have any questions I can phone and speak to him or see him in person and he will gladly advise "

MRS W, HEBDEN BRIDGE

The latest news and blogs from the team at Edgmoor

Tom Hodge joins Edgmoor

We would like to welcome “Client Manager” Tom to the team at Edgmoor