Ebor Financial Planning Ltd

Independent Ebor Financial Planning Limited, 1-3 Kipping Lane, Thornton, West Yorkshire, Bradford, BD13 3EL
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
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
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Jonathan Dyson BA (Hons)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Jane Harker-Bell
Independent Financial Planner
Karl Wareing
Independent Financial Planner
Richard Butterfield BSc (Econ)
Managing Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Mark Newton
Chartered Financial Planner
Accreditations
Chartered Financial Planner
David Dixon
Independent Financial Planner & Pension Transfer Specialist
Jelena Savonina FPFS, BSc (Hons) in Financial Planning, CFA IMC
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Ebor Financial Planning Limited, 1-3 Kipping Lane, Thornton, West Yorkshire, Bradford, BD13 3EL

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0