About Us

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Welcome to the Family

We pride ourselves on building lifelong trusted relationships with our clients as we help them with their financial aspirations. Our focus is about more than just financial wellbeing, when you’re our client, we see you as an extension of our Ebor family.

In more than 40 years, we’ve developed a reputation for high-quality advice, providing our expertise to clients across Yorkshire and the UK. From an original team of three, the firm has grown steadily and now has a team of 6 advisers.
Based just outside Bradford, our Yorkshire roots are important to us, that’s why the White Rose is on our company logo (our name Ebor also comes from the Latin for York).

Yorkshire has a well-earned reputation for plain speaking. And we think that’s reflected in the friendly, straightforward advice we provide. As a client of Ebor, the guidance you receive will always be honest and straightforward, delivered with you in mind.

Chartered Financial Planners

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We have Chartered Financial Planner status, widely accepted as the Gold Standard qualification for financial planners in the UK. This demonstrates our public commitment to professionalism, a customer-first approach and the industry standard Code of Ethics.

Finding someone you can trust and have confidence in is critical to making the most of your financial opportunities. Our highly qualified team of advisers and support staff bring a wealth of experience and expertise.

Pension Transfer Gold Standard

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We are signed up to the Chartered Insurance Institute’s Pension Transfer Gold Standard. This is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice. We are proud to follow the standard and its principles as we pledge to always deliver clear and transparent advice to our clients.

This means you can be confident you will receive understandable, high-quality advice and are working with a firm that goes well beyond the minimum requirements.

Meet the Team

David Dixon
David Dixon
Financial Adviser
David started his own business in 1972, firstly as a composite broker then specialising in life insurance, pensions and investments.

He enjoys the constant challenge of helping to run and develop a successful and well-respected business and is especially keen to help young people succeed in this profession.

How do you relax?
I’m an enthusiastic, but very modest golfer.

What's the most important lesson life has taught you?
If you can do someone a good turn, do it. If not, be sure not to do them a bad one.

What's on your bucket list?
To see Leeds United win the Premiership. Also a grandchild would be good! My main objective is to stay fit and well.
Mark Newton
Mark Newton
Chartered Financial Planner
Mark has worked in financial services for over 25 years, working with Ebor for the past 22. He began his career as a Personal Financial Adviser at a national Building Society. 

Mark’s role is to provide advice to clients on all aspects of personal and business financial planning including pension transfers. HIs aim is to develop long-term relationships with his clients by putting together a holistic financial plan based on their needs that enables them to achieve their goals and aspirations.
Richard Butterfield
Richard Butterfield
Financial Adviser and Managing Director
Richard is Financial Adviser and Managing Director and also manages compliance. He loves meeting different people from different walks of life. In his spare time, he enjoys walking in the Dales and watching sport.

What's the most important lesson life has taught you?
Negativity is tiring and ultimately pointless.

What's on your bucket list?
A trip to Antarctica. The only continent I haven’t been to.

What's your favourite film of all time?
Life of Brian.
Jelena Savonina
Jelena Savonina
Operations Director
Jelena’s primary role is to ensure that business is running smoothly and consistently delivers great client outcomes. In her spare time Jelena enjoys spending time exploring neighbouring forests and hills and salsa dancing.

What's the most important lesson life has taught you?
Accept the things that you cannot change; have courage to change things that can be changed and have wisdom to know the difference.

What's on your bucket list?
Trekking in Nepal among top priorities for 2021.

What's your favourite film of all time?
I’m a great fan of TV series The Long Way Up and Long Way Down.
Karl Wareing
Karl Wareing
Financial Planner
Karl has been with Ebor for 8 years, having worked in financial services since 1988 along with companies Royal London, NatWest and Royal Bank of Scotland

What's your role?
I am an independent financial planner and my role involves helping clients through life’s journeys. I help clients protect what’s important to them and plan for the big things in their life.

What do you enjoy most about your role?
Helping people. I like the fact we can really influence their futures and be there by their side when the inevitable challenges in life come their way. Being in the industry such a long-time gives me a wealth of experience and the adage of ‘been there got the t-shirt’.

How do you relax?
Never enough free time available but I do like to watch sport, sadly watching rather than participating is the situation now. I also love cooking and spending time with the family.

What's the most important lesson life has taught you?
To treat people how you would like to be treated and always remember to be nice to the people on the way up as you will never know when you might meet them on the way down.
Jonathan Dyson
Jonathan Dyson
Chartered Financial Planner
Jonathan joined Ebor in 2003. Before joining Ebor, he graduated from The University of Huddersfield with a Business Studies degree and spent over 10 years playing professional football with Huddersfield Town FC.

What’s your role?
Since I began working at Ebor, I have carried out numerous roles, ranging from researching products and funds to writing reports. My primary role now is as a Financial Adviser. This involves having regular meetings with clients, developing appropriate investment structures and constantly reviewing portfolios to ensure they remain suitable. 

What do you enjoy most about your role?
The most enjoyable part of my job is helping clients achieve their short, medium and long-term goals and objectives. This brings a great deal of job satisfaction.

How do you relax?
I usually spend my free time with my family and friends. I also enjoy watching most sports and taking the family dog for walks.

What is the most important lesson life has taught you?
Don’t take anything for granted and don’t pretend to be something you are not, just be yourself.

Get in touch

Call us: 01274 839200
Email us: info@eborfinancial.co.uk
Complete a Call Back Form
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