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Financial Advising Services, Tax Preparation Services

Edenwood Wealth Management

Edenwood Wealth Management is a financial services company based in Aylesford, England. They specialize in providing financial advising services, tax preparation services, and other financial services to their clients. With a team of experienced professionals, Edenwood Wealth Management is dedicated to helping individuals and businesses achieve their financial goals.

Introduction to Edenwood Wealth Management

Edenwood Wealth Management is a financial services company located in Aylesford, England. The company was founded with the purpose of providing exceptional financial advising services to their clients. The team at Edenwood is made up of experienced financial advisors who are dedicated to helping their clients achieve their financial goals. What makes this company unique is their commitment to providing personalized financial advice to each of their clients.

Services & Products

Edenwood Wealth Management offers a variety of financial services to their clients. These include financial advising services, tax preparation services, and other financial services that are designed to help clients achieve their financial goals. Clients can expect to receive personalized advice and guidance from the team at Edenwood.

Location

Edenwood Wealth Management is located in Aylesford, a small town in England. The area is primarily residential, with a few small businesses located nearby. There are several public transportation options available in the area, including the Aylesford train station, which is located just a few minutes away from the company. Other nearby public transportation options include the London Road bus stop and the Aylesford Bridge bus stop.

Benefits

Clients should choose Edenwood Wealth Management because of the company's commitment to providing personalized financial advice to each of their clients. The team at Edenwood has years of experience in the financial industry and is dedicated to helping clients achieve their financial goals. Clients can expect to receive exceptional customer service and guidance from the team at Edenwood.

Good to Know

Clients should be aware that Edenwood Wealth Management is a fee-based financial services company. This means that clients will be charged a fee for the services that they receive from the company.

Reviews

Customers have given Edenwood Wealth Management positive reviews, praising the company for their personalized approach to financial advising. Clients have noted that the team at Edenwood is knowledgeable and helpful, providing valuable guidance throughout the financial planning process.

FAQ

What types of tax returns do you specialize in preparing?

We specialize in preparing individual and small business tax returns, including Schedule C and Schedule E filings.

Do you offer assistance with audits or IRS correspondence?

Yes, we offer assistance with audits and IRS correspondence. Our team can help you navigate the process and ensure that you have the necessary documentation and information.

How do you ensure the accuracy of the tax return before submission?

We use a combination of software programs and manual review to ensure the accuracy of each tax return before submission. Our team is knowledgeable about the latest tax laws and regulations, and we take the time to carefully review each return.

How do you charge for your services and what are the fees?

Our fees vary depending on the complexity of the tax return and the services required. We provide a quote upfront so that there are no surprises, and our fees are competitive with other tax preparation services.

How do you handle sensitive or confidential financial information?

We take the security of our clients' information very seriously. We use industry-standard encryption and security measures to protect sensitive financial information, and all staff members undergo regular training on data privacy and security best practices.

Reviews

  • Shelagh Legg

    Matt has been managing our finances for a number of years now. We have always welcomed his honest, transparent, professional and proactive approach. The service we receive is always friendly and the support staff are efficient. Our elder daughter is currently arranging a mortgage with David and has found him to be very helpful.

    18-04-2023
  • Victor Fuller

    Edenwood gave me advice during pension setup, many years after the even has show to be invaluable. Their wealth management fund has really delivered overc the years, exceeding my expectation. I'd give them the highest possible recommendation.

    18-04-2023
  • mannypease

    I have been a client of Edenwood Wealth Management for over 15 years now. They are a very reputable and approachable firm. Everything is carefully explained and your money management is personal to you. I would not hesitate to recommend Edenwood to anyone. They are excellent.

    18-03-2023
  • Andy Martin

    Have dealt with Matt and staff over a number of years regarding pensions and financial advice. I have always received very positive advice and feel Matt and the team go that extra mile to deal with my finances. On a personal note I find Matt and the team always available and very friendly.

    18-02-2023
  • Anne Stephenson

    Edenwood Wealth Management are an excellent company, assisting me with my mortgage and financial management. I have nothing but good things to say about them. Thank you! Anne Stephenson

    18-01-2023
  • Florence Izen-Taylor

    Really helpful team, great customer service, very personable experience.

    18-01-2023
  • Tom Chapple

    We have instructed Edward to help us with an initial mortgage application, as well as a subsequent remortgage. In each case, he’s been clear, efficient and responsive. On our remortgage, Edward proactively reached out to us well ahead of the end of our fixed rate date so we were able to lock in a lower rate in the rising interest rate environment, which will save us significant interest across the lifetime of the fix. We have recommended Edward and Edenwood to friends and family and would have no hesitation in doing so again.

    18-01-2023
  • Stuart

    Excellent financial advice and support. Always confident in getting the most appropriate financial package for our needs

    18-12-2022
  • Philippa Smith

    Fantastic service and support with a particularly tricky mortgage. Would recommend.

    18-12-2022
  • Robert Hedges

    Expert wealth management partners, recommended. Prompt, attentive and very knowledgeable.

    18-11-2022