Ebor Financial Planning

Independent Financial Adviser Broadacres, Durkar, Wakefield, West Yorkshire, WF4 3BE
FCA verified
16th September 2019
As Chartered Financial Planners, our friendly team has the expertise to guide you, whatever your financial goals or priorities.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Karl Wareing DipPFS
Financial Planner
Where to find us

Broadacres, Durkar, Wakefield, West Yorkshire, WF4 3BE

About us

We are a privately owned practice developing close working relationships with our clients to provide the best financial advice and planning for personal or corporate requirements. Since the mid 70’s the firm has contributed to the financial management of its clients through professional advice and the best connections with the major financial service providers. This ensures that we consistently bring special terms and products for the continuing benefit of our client base. The Ebor brand was established in 1987 following the introduction of financial regulation.

Our services

As Chartered Financial Planners, Ebor Financial Planning Ltd is trusted by many individuals across the UK to help guide their financial well being. Our advisers and support teams have decades of experience and we believe that close working relationships are essential for effective long-term financial planning and management. We are not restricted in the use of either products or providers, so using solutions from the whole market; we can provide an individually tailored service and financial strategy to meet your specific objectives and your individual requirements, for every stage of your life’s journey.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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