Who We Are
The EB Partnership are an independent employee benefits consultancy who provide expert advice on financial planning for businesses and their employees on areas such as pension auto-enrolment, group risk insurance, healthcare, employee benefit communication, wealth management and personal life and health cover advice and brokerage.
The company was founded by a group of experienced Independent Financial Advisers and Employee Benefits Consultants and we have been working with some of our clients for over 15 years, helping them deliver a valuable employee benefits package as well as ensuring their compliance with the ever-changing pensions landscape.
How We Work
We are committed to providing outstanding levels of service for our clients delivering the best possible outcomes at all times.
We like to work closely with our clients to understand their business needs and/or personal individual circumstances. This familiarity allows us to recommend the very best solutions from the very broad range of personal and corporate products available in the marketplace.
As a fully independent consultancy, there are few limits to the products or services we advise on, ensuring that you can deal with all of your corporate or personal requirements under the one roof.
Whatever challenges companies face in terms of employee benefits provision and management as an employer in the 21st century, our team of Employee Benefits Consultants have the knowledge to provide independent advice at a corporate and individual level.
The EB Partnership also provide access to experts in the field of research, tax, investment, liability management, risk consultancy, online solutions and actuarial through our broad network of partners, so rest assured that all potential areas of financial advice can be addressed.
With over 15 years of experience of advising in the corporate sector, Charlie has a wide range of experience in delivering auto-enrolment and employee benefit solutions to clients in all sectors.
Charlie focuses on providing advice on the often complex pension and group risk requirements for The EB Partnership's corporate clients, together with offering a first class service to all clients, regardless of their size and budget. In addition, Charlie is passionate about improving the financial knowledge of all employees.
Away from work, Charlie has a young family, but still manages to find time for playing squash, cricket and the occasional round of golf.
Kai focuses on developing The EB Partnership's corporate strategy, service proposition and to build on the firm’s established reputation for wealth management advice and servicing. He ensures we continue to support our corporate and individual clients by embracing change, providing market-leading levels of service through technology and innovation.
He has been giving financial advice to individuals for 15 years specialising in wealth management and services for high net worth individuals for the last 10. As an Independent Financial Adviser he believes in giving honest advice based on solid research.
On a personal level Kai is happily married and has a young daughter who has dramatically reduced the time he has for his hobbies of playing squash, occasional chess and pursuing his musical passions of playing the violin and classical guitar.
Catherine Phillips - Business Manager
Since joining us, Catherine has worked on almost every aspect of the business from group risk to annual reviews for our wealth management clients to our business bookkeeping and everything in-between. She is a keen Taekwondo student studying towards her black-belt, a committed vegan and a prolific painter with regular exhibitions in local galleries and venues... and a Fulham FC supporter.
Tom Mills - Corporate Client Manager
From a background in corporate communications, Tom joined the team in June 2017. He assists in delivering an array of employee benefit solutions to our corporate clients, as well as providing first line support to employees of our corporate clients.
In his spare time Tom is an avid fan of Chelsea FC. He is also on a quest to make the perfect home-brewed beer which he promotes (unjustifiably) as ‘The Prince of Ales’.