A 1 hr Personalised Guidance Meeting with a fully qualified Independent Financial Adviser and specialist wealth planner. Price includes VAT.
(Can be conducted by telephone or online if preferred)

A 30 min Personalised Guidance Meeting with a fully qualified Independent Financial Adviser and specialist wealth planner. Price includes VAT.
(Can be conducted by telephone or online if preferred)

If you are new to the EB Parntership or to financial advice in general we are happy to offer a initial exploratory meeting at our offices so you can meet us and understand the services we provide and the costs involved.
(Can be conducted by telephone or online if preferred).

Book a time for your annual review meeting at our offices. (existing clients only)
Home visits can be arranged if necessary, upon request.

Book a time for your annual wealth management review. (existing clients only)
(Microsoft Teams meeting or by telephone if preferred).

Book a time to meet with us to understand the services we provide and the ways we might be able to help you.

Book a time to talk to us to understand the services we provide and the ways we might be able to help you.