Eden Frew DipFA
Financial Planner
Bristol & Cheltenham Office
Professional
Eden helps clients make sense of their financial position and move forward with a clear plan. He works closely with individuals to understand what matters most to them, helping to simplify complex decisions and bring structure to areas that may feel uncertain.
His focus is on delivering advice that is practical, considered and built around each client’s long-term goals, so they can feel more in control of their financial future.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
Qualifications
You can see the qualifications Eden holds by clicking the button below.
Qualifications
Diploma for Financial Advisers (DipFA)
Certificate in Mortgage Advice and Practice – CeMAP
Certificate in Regulated Equity Release – CeRER
Module 1 Financial Services Regulation and Ethics (FSRE)
Module 2 Advanced Financial Advice – Taxation (AFAT)
Module 3 Advanced Financial Advice – Investments (AFAI)
Module 4 Advanced Financial Advice – Protection (AFAP)
Module 5 Advanced Financial Advice – Retirement Planning (AFAR)
Module 6 Advanced Financial Advice – Coursework (AFAC)
Get in touch
Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.
Bristol Office
Cheltenham Office
Wiltshire Office
Investment
Trustee