Services
Financial Planning Services
Advice across four core areas, through the Openwork Partnership. Every service explained in plain English, tailored to your situation, delivered at your pace.
What Our Advice Means for You
Eiles Finance provides financial advice through the Openwork Partnership, one of the UK's largest financial advice networks. We recommend from a carefully selected range of providers, chosen for quality and suitability. Every recommendation is based entirely on what is right for you and your circumstances.
We work with individuals, families, and self-employed professionals across the UK. Whether you have been thinking about this for years or you are not sure where to start, the first step is always the same: a conversation.
“Education first. Sales never. When you understand your finances properly, you make better decisions naturally.”
“You do not need a certain amount of money to deserve professional advice. You just need to want to understand your options.”
Four Areas of Advice
Each area is explained in full: what it is, why it matters, and how we approach it. Click through to learn more.
Protection
Keeping you and your family financially safe if something goes wrong. Income protection, life insurance, critical illness cover and children’s cover. Explained simply and honestly.
Income Protection · Life Insurance · Critical Illness · Children’s Cover
Pensions
From your first contribution to retirement and beyond. Understanding where you are, where you want to be, and how to get there, in plain English.
Workplace Pensions · SIPPs · Drawdown · Consolidation · Annuities
Investments & Wealth
ISAs, general investments, bonds and deposit accounts. Growing your money in a way that matches your goals and your appetite for risk.
ISAs · Investment Bonds · Fixed Term Accounts · General Investment
Tax Planning & Inheritance
Making sure your money is structured efficiently. For you now, and for the people you love later. Inheritance tax planning, estate planning, and tax-efficient investing.
IHT Planning · Estate Planning · Tax-Efficient Investing · Trusts
What to Expect
No surprises, no hidden costs, no pressure at any point.
We Talk
An initial conversation. Free, no obligation, no pressure. You tell Jack what is on your mind. He listens. Together you work out whether he can help.
We Understand
Jack gathers the information he needs, analyses your situation thoroughly, identifies gaps or opportunities, and builds a clear picture of where you are.
We Act
Recommendations are delivered in plain English. If you are happy, Jack puts the plan in place. You are in control at every stage.
Book a Conversation
The first conversation is always free and carries no obligation. Whether you have a specific question or are not sure where to start, we would genuinely enjoy hearing from you.
