Ebor Financial Planning Ltd

Independent Financial Adviser  1-3 Kipping Lane, West Yorkshire, Bradford, BD13 3EL
check
FCA authorised
Last authorised 21st June 2021
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

1-3 Kipping Lane, Thornton, West Yorkshire, Bradford, BD13 3EL

Similar advisers near you

Independent Financial Adviser 1.48 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
 
Independent Financial Adviser 1.49 mi
Getting to know you, your family and your goals. Simple and transparent advice personalised to you, provided by a Fellow of the Personal Finance Society and Chartered Financial Planner.
 
Independent Financial Adviser 3.14 mi
RJW Wealth Management is an independent financial advice company based in Baildon, Bradford; serving Yorkshire and surrounding areas. It’s our aim to be by your side – on your side – throughout your financial journey. We can help you, regardless of the stage of life you are at. We offer guidance and support with a view to you achieving your financial goals. So, if you feel you are at a point where you could use some honest and comprehensive advice from a friendly, qualified and knowledgeable adviser, think RJW Wealth Management.
 
Independent Financial Adviser 3.69 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.