As Chartered Financial Planners Ebor Financial Planning is trusted by many individuals across Yorkshire and the UK to help guide their financial well being and here’s just a few reasons why:
The Personal touch – we deliver an individually tailored service and financial strategy to meet your specific objectives.
We are Chartered Financial Planners – this award recognises the company’s performance as a whole and builds on the individual success of several of our advisors who are already Chartered Financial Planners. It is also a clear sign of our longer term intention to continuous investment in customer service and developing staff’s professional knowledge.
Below is a video from the Chartered Insurance Institute, which explains in more detail what the Chartered status means.
Long-term stability – as a long-established firm with a successful track record, we’ll be your trusted guide on your financial journey through life.
Knowledge and Expertise – our advisers and support teams have decades of experience, with qualifications including the prestigious ‘Chartered Financial Planner’ status.
Intelligent systems – we use advanced investment management systems to optimise the selection, tracking and management of your investments.
Regular reviews – ensuring your investments, pensions and other policies keep pace with your changing lifestyle.
Independence – we are impartial and not restricted in the use of either products or providers. This enables us to offer you solutions from across the entire UK market ensuring that we match your individual needs.
No surprises – all our fees and charges are clearly outlined at every stage, they are very competitive and there are no unexpected surprises.