Ebor Financial Planning

Independent Financial Adviser  Broadacres, Wakefield, West Yorkshire, WF4 3BE
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FCA authorised
Last authorised 13th September 2021
As Chartered Financial Planners, our friendly team has the expertise to guide you, whatever your financial goals or priorities.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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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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Taxation planning
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Corporate pension
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Employee benefits
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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 income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Karl Wareing DipPFS
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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