Eclipse Financial Solutions

Building a Secure Financial Future, Together

Eclipse Financial Solutions is a trusted financial planning firm based in Barnstaple, North Devon. With over 30 years of experience, we empower individuals and families in achieving financial clarity and realizing their financial goals. Our team of experienced advisors offer personalized guidance and solutions tailored to each client's unique circumstances.

What We Do

We provide a comprehensive range of services to address all aspects of your financial life, including:

1. Mortgages & Protection

• Guiding you through the process of securing the right mortgage for your needs.
• Protecting your financial security through life insurance, critical illness cover, and income protection.

2. Retirement Planning

• Comprehensive plans to maximize your pension contributions and investments for a financially secure retirement.
• Guidance on understanding and navigating the complexities of pre-retirement savings and post-retirement planning.

3. Investments & Savings

• Strategies for making informed investment decisions and building a diversified portfolio.
• Tailored guidance on managing your savings and investments for long-term growth and security.

4. Additional Services

• Equity release planning for accessing the equity in your home without selling.
• Business insurance solutions for protecting your financial interests.
• Comprehensive reviews and recommendations on your existing financial plans and products.

Our Commitment

At Eclipse Financial Solutions, we are dedicated to:

• Transparency: We believe in clear and open communication, providing you with straightforward information and explanations every step of the way.
• Independence: We are not tied to any specific products or institutions, allowing us to provide unbiased recommendations.
• Collaboration: We work alongside you to understand your individual goals and aspirations.
• Professionalism: We uphold the highest ethical standards and maintain strict confidentiality.

Working with You

We believe in building strong, lasting relationships with our clients. We take the time to understand your unique circumstances, concerns, and aspirations. We work collaboratively with you to develop a personalized financial plan that aligns with your goals and financial situation.

Our Approach

Our approach is hands-on and personalized. We:

• Listen attentively to your concerns and aspirations.
• Conduct thorough assessments of your financial situation.
• Develop tailored plans and solutions.
• Regularly review and update your plan to ensure it remains relevant and effective.

Contact Us Today

If you're seeking reliable financial guidance and a partner who genuinely cares about your financial success, get in touch with Eclipse Financial Solutions today. We look forward to working with you on your journey to financial prosperity.