Referral Programme for Accountants and Solicitors

Below is a sample of some of the services we provide:

Individual Services

  • Pensions advice for the self employed
  • Pension funding advice
  • Pension income / retirement income advice
  • Financial Planning in relation to Marriage, Divorce or bereavement.
  • Capital Gains Tax planning and mitigation
  • Tax advantaged investments including pensions, VCTs, EISs, ISAs, Bonds etc.
  • Trustee Investments
  • Managing estates under Power of Attorney

Corporate Services

  • Auto Enrolment
  • Company Pensions
  • Employee Benefits Programmes
  • Employee Benefit Communication
  • Partnership/Shareholder Protection
  • Key Person Insurance
  • Services for Charities
  • Exit Planning

If you are an accountant or solicitor The EB Partnership would love to discuss working with you to provide branded or unbranded fully Independent Financial Advice to your clients.  We would welcome the opportunity to discuss how we might be able to work together in future.

Call us on 020 7015 2143 to find out more.

In recent years we have seen a large increase in introductions from partners driven by changes in pension and tax legislation. Accountants and solicitors tend to be at the "coal face" and are often the first to get asked about help with corporate or individual financial planning.

There are many situations where you may be aware of financial planning needs for your clients but do not want to exceed your professional capacity.  Why not keep your clients well informed at all times by implementing a professional referral programme with The EB Partnership.

If any of your clients need help in relation to any of the situations above please feel free to contact us and we will be happy to add you to our Partner referral programme.