eos wealth management

A wealth of experience behind us

Eos Wealth Management was formed in 2010, built on the success of the founding directors' many years in the financial services and wealth management industry. It was acquired by Close Brothers Group in 2016.

We will advise and make a recommendation for you after we have assessed your needs. Because we are part of Close Brothers Group plc and promote the Group's investment products, we are classed as providing restricted advice. However, if Close Brothers do not provide a suitable investment solution to meet your needs or if you prefer another option, we can recommend investments from other firm supported by a rigorous research process.

We provide advice on all aspects of financial planning. We also provide investments, annuities, protection, inheritance and tax-efficiency planning. We also provide investment management services, which are unbiased, multi-asset, actively managed and diversified across regions and sectors. The advice we provide on term and whole-of-life assurance, critical illness cover, private medical schemes, permanent health insurance or annuities is based on a thorough and fair analysis of the market. 

We are a financial advisory firm located between Shoreditch and the City, in London. We also have an office near Euston Station in the West End. Our clients are mainly referred to us by solicitors, accountants and existing clients however we also have relationships with sport (predominantly football) and media agents and also receive introductions through them.

This has given us a good understanding of the various wealth planning requirements with regards to legal and tax matters but also those pertaining to the media and sports industries.

Eos is a Chartered financial planning company, an award given to us by the Chartered Insurance Institute (CII) following a detailed assessment of our commitment to on-going professionalism, specifically the attainment of high-level industry examinations, on-going professional development and our approach to ethics. This is a prestigious award, as less than 1.5% of advisory firms in the UK have achieved Chartered status.

The Company was founded by Sean Scahill, a Fellow of the Chartered Insurance Institute and Peter Kelsey who is a Chartered Financial Planner. They have worked successfully together for the last 15 years and many of their clients have been with them for over 20 years.