Independent Financial Advice
The EB Partnership is an Independent Financial Advisory firm, whatever your situation, we are happy to offer a free preliminary meeting to all perspective clients where we can discuss the services we provide, allowing you to assess the merits of becoming a client with no obligations.
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.
Amongst the suite of products we can advise you on are:
- Pensions and Pension Investments
- Retirement Planning and Pension Drawdown
- 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
Contact us today to find out more.
We have a dedicated website covering our wealth management services in more detail. If you are looking to start saving for your future or if you have more than £30k in pensions, ISAs or other investments we passionately believe you would benefit from our services.
Many people don't realise how much they have invested in their current company pension scheme, or that they may be able to transfer their pension fund without their company stopping contributions. Have a look at your company pension and find out whether you can make your money work harder for you too!
- ISA & Portfolio Rebalancing
- Financial Advice & Wealth Management