CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
AdvDipFA - Advance Diploma in Financial Advice (LIBF)
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
What our clients say
I transferred the majority of my historical work pensions in to the care of Edward Bond Associates who were able to put everything into one pot. This enables simpler withdrawals from the fund in the years to come as well as gaining extra benefit from a larger single fund.
Throughout this process EBA have been knowledgeable, helpful, and professional with their advice, and I would thoroughly recommend them.
Adam Crabtree, London
Edward Bond have been looking after my pensions for a couple of years now, and they've been great at keeping me informed by means of annual reviews about how the pensions are performing.
David Chambers gave me my most recent review, and as well as explaining everything to me in terms that I could understand, the pensions themselves have done very well this past year. On top of that, David also offered some other very useful advice in terms of other financial investments and wills.
Todd Manning, Kent
My Financial Advisor is David Bagley he is extremely professional, offers excellent advice and puts advice into terms which are easy to understand. David stays in touch is very responsive to emails and offers a first class service I have recommended him to family members.
Helen Cooper, South East
We are an experienced team of financial advisers providing planning advice and wealth management to individuals and businesses in London and the South East. We are committed to putting our clients at the heart of everything we do and providing the best possible service.
The team at Edward Bond are committed to helping you get the most out of your money. Our impartial, whole of the market, approach focuses on maximising potential for growth whilst managing risk and keeping the costs of investing low.
Call or text on: <phone number hidden>.
Alternatively you can email requests to: <email address hidden>
We pride ourselves on having the technical knowledge, expertise and experience to advise a wide range of investors - from High Net Worth tax planning and Corporate finance through to pension consolidation and later life planning.
Our Head Office is based in London with most advisers based in the South East. We are flexible in the service we provide and can tailor this to suit your needs, depending on whether you prefer in person or remote contact.
Appointments can be Face to Face, Telephone or via Teams.
We specialise in advice on:
• Pension consolidation
• Pension drawdown
• Pension investment and retirement planning
• Investment planning and portfolio management
• Tax planning and trusts
• Later life planning
• Inheritance Tax Planning
• Savings and Investments
• Mortgage and Commercial Mortgages
• Equity Release
• Insurance and business protection
Our advisers can also be contacted by email or text message.
Where to find us
Head office address: 2 SCHOLARS WAY, ASHFORD, TN23 4AE
Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
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