Response rating
10/10
FCA verified
18th September 2017

Ebor Financial Planning Ltd

Independent Financial Adviser Ebor Financial Planning Limited, 1-3 Kipping Lane, Thornton, West Yorkshire, Bradford, BD13 3EL
First meeting at adviser's own cost
As Chartered Financial Planners, our friendly team has the expertise to guide you, whatever your financial goals or priorities.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
Richard Butterfield BSc (Econ)
Managing Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Jonathan Dyson BA (Hons)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Mark Newton
Chartered Financial Planner
Accreditations
Chartered Financial Planner
David Dixon
Independent Financial Planner & Pension Transfer Specialist
Karl Wareing
Independent Financial Planner
Jane Harker-Bell
Independent Financial Planner
Where to find us
About us

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, including Pension Transfer Specialists 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.

Please feel free to contact us and we will get back to you within 24 hours

Our services

As Chartered Financial Planners, we believe that close working relationships are essential for effective long-term financial planning and management. By getting to know all about you, your goals, aspirations and wishes, we can develop individual strategies for every stage of your life’s journey.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000

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