We’re all individuals. Whether you’re saving for retirement, making the future for your children or grandchildren more secure, or just starting out on your savings and investments journey, you need a tailored strategy that suits you.
At Ebor Financial Planning, we provide independent financial advice and a bespoke financial plan designed to help you achieve your financial goals.
We are Chartered Financial Planners with more than 40 years’ experience. By developing lifelong trusted relationships with our clients, we provide them with the support they need to prepare for the future and help them adapt when things change.
Whether you’re an individual or a business, we aim to help you with all aspects of financial planning, from pension planning, savings and investments, estate planning and protection insurance. Find out more below:
As an Individual
Retirement planning – preparing for the future
Intergenerational planning and inheritance tax (IHT) efficient solutions – helping preserve wealth for your family
Adapting to major changes such as divorce or redundancy – decisive and compassionate advice.
Specialist pensions services – including SIPP and commercial property purchase
The information contained in this website is subject to UK regulatory regime and is therefore targeted for consumers based in the UK. The Financial Conduct Authority does not regulate Cash Flow Planning and some forms of Estate Planning and Auto Enrolment.
Ebor Financial Planning Limited (registered in England & Wales No 08946656) is an Appointed Representative of Bronte Investment Solutions (registered in England & Wales No 07330656). Bronte Investment Solutions Ltd is authorised and regulated by the Financial Conduct Authority.
Our registered address is: Ebor House, 1-3 Kipping Lane, Thornton, Bradford, West Yorkshire, BD13 3EL.
Our aim is to provide you with a service that delivers the highest possible standards. However, if you feel this has not been achieved and you wish to make a complaint, you can do this by contacting us on 01247 839200 where we will resolve your concern as soon as possible.
If you need to complain, and you're not satisfied with the response, you may be able to refer it to The Financial Ombudsman Service. Full details can be found on its website at http://www.financial-ombudsman.org.uk