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  11. Ebor Financial Planning Ltd

Ebor Financial Planning Ltd

Independent Financial Adviser  1-3 Kipping Lane, West Yorkshire, BD13 3EL
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FCA authorised
Last authorised 24th January 2022
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
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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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Critical illness
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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 Mark Newton
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

1-3 Kipping Lane, Thornton, West Yorkshire, BD20 5SE

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