The Benefit of Advice

The EB Partnership is an Independent Financial Advisory firm and we believe firmly in the value of advice.

Whatever your situation, we are happy to have a preliminary meeting with you to explain how we can help.  

We support clients through the various stages of their life, from saving a deposit for a house, getting a first mortgage, planning finances to accommodate children, all the way through to drawing retirement income, tax planning and estate planning.

Although everyone's situation is slightly different we appreciate that some people do not wish to pay for full advice services.  We do encourage everyone to at least explore our full advice service model and we offer any potential new clients a free introductory meeting where we explore various aspects of your financial situation to see whether there are any areas of specific concern that we might be able to help with.

Amongst the suite of products we can advise you on are:

  • Pensions and Pension Investments
  • Retirement Planning and Pension Drawdown
  • ISAs
  • Structured Products
  • Unit Trusts
  • Investment Bonds
  • Venture Capital Trusts (VCTs)
  • Enterprise Initiative Schemes (EISs)
  • Life Cover
  • Health Cover
  • Private Medical Insurance
  • Inheritance Tax Planning
  • Trust Planning
  • School Fees Planning

And much more.

We would love to hear from you so please contact us today!