Eastern Wealth Management offers a personal, face to face financial planning service to clients across the U.K.
The business was established by its Principal, Trevor Taylor, after 20 years of providing financial advice on behalf of other organisations.
Trevor felt those clients were not receiving the level of service and regular contact that was needed to help plan for a financially secure future for themselves and their families.
The aim of Eastern Wealth Management is therefore to safeguard and maximise our clients’ wealth through our personal service, diversified approach, and regular contact.
Please do get in touch if you have any queries, or would like any further information about our services.
We very much look forward to building a valued and trustworthy relationship with you in the future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.