Eolas Money

Our Ambition is to be the “go to” Financial Planning and Financial Wellbeing Practice. Our Purpose is to ensure the achievement of our clients’ goals for their money. Helping them on life’s financial journey.

Our purpose is supported by three key values which guide us in everything we say and do.

• Client focused

We understand our clients well. We listen to them to ensure they feel valued, and use our insights to consider how best to serve their needs. We take appropriate actions to deliver solutions to meet clients' changing requirements.

• One Practice, One Team

We learn from each other and share ideas to expand our thinking. We are a family first and family friendly firm.

• Transparent

As a completely independent practice, we act as a trusted partner to all our clients, helping them achieve what matters most to them through the provision of reliable, transparent and unbiased financial planning guidance.

We pride ourselves on providing excellent customer service, and our client base is primarily built through referrals. Our offerings include tailored solutions to clients' problems, exceptional advice, and thorough follow-up.