Are you ready to take control of your finances

I have been working with Mel on my pension review and she has been a pleasure to work with. Whilst moving from one pension provider to another Mel was proactive in making sure the transition went smoothly. The Eastgate portal is easy to use and the illustrations provided give me a simple overview of the projections of my pension fund. I feel content in the knowledge that I can leave the management of my pension to Eastgate and will be alerted if there is anything I need to change or consider, meaning I am able to focus on other things.

We used Mel to arrange life insurance ahead of the arrival of our baby, she was so thorough and explained all the opions to use really clearly. We felt really well supported in our decision making but never under any pressure. We feel confident in the protection we have taken out and that's all thanks to Mel's amazing approach. Thank you!

As a business we wanted to offer our staff the opportunity to have a pension that was more tailored to their needs rather than the off the shelf employer pension we were offering. We asked Eastgate if they could help and we were very pleased with the service that they provided. Mel came to our offices and we held a meeting where she could speak to all staff together about what was on offer and then arranged one to one meetings with any staff member who wished to discuss further. Mel has an approachable and easy manner and engaged well with our team. I wouldn’t hesitate to recommend Eastgate to other employers looking for another tool to reward, recruit and retain staff.

Thank you so much for keeping us up to date with everything. It's been a real learning curve working with you to put our finances to good use and we've learnt a lot. We would recommend you to any friends or family as we have been very happy with the whole process. Looking forward to meeting up again at our annual review and before then if we have any queries.

I would like to express my sincerest thanks o Melissa Davies of Eastgate Financial. She has been of great help during a very difficult time. She never panics and always invokes confidence and trust. She is proactive and works with honesty and integrity, essential qualities, I feel, when helping me to make financial decisions. I would highly recommend her services and know that she always gives 100% to her clients.

What a friendly and professional financial service! I’m not a money person so the idea of seeking financial advice felt daunting, however Mel made the whole process accessible and for me and my family and we are really grateful for that. Mel offered us advice in regards to my pension and then went into sort our family our with Life Insurance. We felt looked after and constantly in the loop about next steps and what’s available to us within our means. Thank you Mel!

Received timely, clear advice for my Life Insurance from Mel. I felt confident she was well informed and able to talk me through a number of options. Her engaging and professional manner ensured the process was both efficient and relaxed.