Clear, compassionate, tailored financial advice

We aim to help businesses and individuals from across the UK to plan their financial futures and realise their goals.

We’ll create a financial plan that suits you

Learn about us
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.

Our services

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:
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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
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As a Business

Whether you’re a small, medium, or large business, you’ll want to protect it from uncertainty, and safeguard your employees. We can help you in the following areas:
Auto enrolment
Group income protection and life cover
Shareholder protection
Relevant life cover
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Why Us?

Friendly, high-quality advice you can trust
We build long-term relationships with you to help achieve your financial aspirations.
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The personal touch
We take the time to know your story, so we can give you an individually tailored service and financial strategy to meet your specific objectives.
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Chartered Financial Planners
Considered the gold standard of financial planning. Our advisers and support teams draw on decades of experience to help you with your financial strategies.
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Dynamic and pro-active reviews
We help you ensure your investments, pensions and other policies keep pace whenever circumstances change. And we are here to make sure you’re never left with financial uncertainty.
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CII Pension Gold standard
The Gold Standard is a voluntary code of good practice that we were awarded because of our commitment to the principles we use when providing pension transfer advice
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Intelligent systems and processes
We help you understand the road ahead with cashflow modelling. We use advanced investment planning systems to optimise selection, tracking and management of your investments.
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Earning our clients’ trust

We’re proud to have earned the trust of many individuals and businesses across Yorkshire and the UK. Here’s what some of our clients have to say about us:

Get in touch

Call us: 01274 839200
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