Ebor Financial Planning Ltd

General information

As Chartered Financial Planners, Ebor Financial Planning is trusted by many individuals across Yorkshire and the UK to help guide their financial wellbeing 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.

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, including Pension Transfer Specialists 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.

Your financial health is a very important part of you realising your dreams and longer term life goals. Finding someone you can trust and have confidence in to help you plan and make the most of your financial opportunities is crucial.

With years of experience of providing wealth management advice for many different people Ebor Financial Planning Ltd has the skills to guide you every step of the way to achieving your financial goals and priorities.

As a Corporate Chartered Status organisation you can be sure of the quality and excellence of services.

We provide well-informed, impartial advice based on a deep understanding of the financial markets and the latest legislation. We can advise you on everything from pensions and investments to life insurance and estate planning.

Ebor Financial Planning Limited (registered No 08946656 (England & Wales)) is an Appointed Representative of Bronte Investment Solutions Ltd
Bronte Investment Solutions Ltd (registered No 7330656 (England & Wales)) is authorised and regulated by the Financial Conduct Authority
Ebor House, 1-3 Kipping Lane, Thornton, Bradford, West Yorkshire, BD13 3EL