Download the latest versions
of our key documents

We have listened to you, our clients, and in a drive to issue you with less physical paperwork, we now provide all of our important documentation online and encourage clients to read this before engaging with us.   

Not only does this approach mean you have less to carry home but we can all be proud to be doing our bit for the environment! (every little bit helps)

We are happy to provide all of our documentation in hard copy upon request and we use sustainable recycled paper sources wherever possible.


EB Wealth - Terms of Business

EB Wealth - Service Proposition

EB Wealth - Wealth Management Brochure


Unsure of what to do next?  Contact us today and find out we can help.

Tel: 020 7015 2144

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel:  0800 023 4567 or 0300 123 9 123

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.