Ebor Financial Planning
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
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Business
- Employee benefits
- Group pensions
- Group protection
Broadacres, Durkar, Wakefield, West Yorkshire, WF4 3BE
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.
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.
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