EB Wealth provides independent financial advice and a full suite of wealth management services to suit all types of investor.

We are committed to providing value to our clients at all times and believe in "going the extra mile" to give you the time to do the things that matter to you.

 

 

Our Mission

To help our clients make the most from their savings and investments and to make wealth management simple, effective and available to all.  

We advocate a full advice process however we strive to provide help for everyone regardless of investment size, therefore we also offer a number of low cost, non advised solutions for those who believe that their situation does not (yet) warrant the fees associated with full advice.

Whatever your circumstances, if you are saving on an ongoing basis and/or have more than £30k of accumulated pension, ISA or investment funds, we have a solution for you.

Read our CASE STUDIES to see how you could benefit today!

 

 

EB Wealth's History

2012 May  -  The EB Partnership is born

2012 Sept  -  The EB Partnership launches its wealth management proposition

2012 Dec  -  Clients entrust £500k to our management.

2013 April  -  The EB Partnership portfolios record 1st year of market outperformance

2014 Jan  -  The EB Partnership starts quarterly newsletters

2014 April  -  The EB Partnership portfolios record 2nd year of market outperformance

2014 Dec  -  We reach £3m funds under management

2015 April  -  The EB Partnership portfolios record 3rd year of market outperformance

2015 Oct  -  We reach £10m funds under management

2016 March  -  The EB Partnership launches the EB Wealth trading style

2016 April  -  EB Wealth portfolios record 4th successive year of market outperformance

2016 Nov  -  We reach £20m funds under management

2017 April  -  EB Wealth portfolios record 5th successive year of market outperformance

2018 April  -  EB Wealth moves into new (slightly larger) offices to coincide with reaching £30m funds under management.