Edward Bond Associates

Independent Financial Adviser  2 SCHOLARS WAY, ASHFORD, TN23 4AE
First meeting at adviser's own cost
Personal and professional advice from a Chartered Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Oliver Barat Adv DipFA
Chartered Financial Planner

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.

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.

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
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
About us

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.

Our services

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
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Edward Bond only advise on regulated mainstream investment products from verified and well respected providers.

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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