EB WEALTH

Helping you plan your finances,
manage your money and achieve your goals.

Today is your opportunity to build the tomorrow you want

Financial Planning

We offer holistic financial planning where all aspects of a person’s financial life are carefully considered with the overall aim of better achieving your goals.

  • Pensions and Retirement

  • Tax Planning

  • Personal Insurance

  • Education Fees Planning

  • Cashflow Modelling

  • Divorce and Pension Sharing

  • And more…

Pensions and Retirement

At EB Wealth, we understand the significance of pension planning in securing a stable financial future. Our aim is to guide you through the complexities of your pension management and build a plan in order to help you retire with peace of mind that you will be able to continue to lead the life you have been planning for.

Reach out to one of the team to embark on a journey toward a secure and well-planned pension future with EB Wealth.

One of the primary reasons to plan for inheritance tax is to preserve the family's wealth for future generations. Without proper planning, a substantial portion of an individual's estate can be eroded by inheritance tax. Consequently, the intended beneficiaries may receive significantly reduced assets or be forced to sell off cherished family assets to cover the tax liability.

We are here to help you plan ahead and put in place strategies that aim to reduce your inheritance tax liability.

Saving and Investing

We create personalised savings and investment solutions based on your financial needs with considerations of taxation, time-horizon, appetite for risk and your wider financial objectives.

These include:

  • Pension Plans

  • ISA, Junior ISA & Lifetime ISA

  • GIA (General Investment Account)

  • Trusts

  • Onshore & Offshore Bonds

  • ESG / Ethical Investing

If you need some help wondering which direction to take with your finances and need guidance on the options available to you, we offer Personalised Guidance Meetings to help you explore some of the possibilities.  No advice is provided in these meetings but we are able to cover a broad range of topics aligned with your circumstances.

It is your life, design it well

Corporate Services

EB Wealth is a trading style of The EB Partnership. Whilst EB Wealth looks predominantly after individuals, The EB Partnership works with small to medium sized companies, delivering truly independent and bespoke employee benefit solutions, providing expert advice on every aspect of corporate benefits. We specialise in workplace pensions, employee benefits, group risk insurance, business protection, healthcare and more, offering tailored services to meet your company’e requirements in the following areas:

  • Workplace Pension

  • Pension Auto Enrolment

  • Salary Sacrifice

  • Employee Benefits

  • Customised Employee Benefit Portal

  • Group Risk Insurance

  • Business Protection

  • Healthcare

  • Business Exit Planning

  • And more…


Click through to our dedicated website where you will be able to discover more information in relation to how we can help your company.