Employee Benefits Partnership Limited

Independent Financial Adviser  Trinity Court, Wokingham, Berkshire, RG41 2PY
First meeting at adviser's own cost
EBP provides expert bespoke advice to individuals and businesses to help achieve their financial goals and/or business planning objectives.
We can advise you on
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Auto enrolment
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Healthcare
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Income protection insurance
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Life insurance
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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
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Iain Henshall APFS

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Martin McEvoy DipPFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jonathan Walsh
Financial Planning Director

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
About us

We provide two services:

Employee Benefits Partnership Limited (EBP) is a consultancy providing employee benefits advice to employers. We specialise in the design, implementation, communication and maintenance of employee benefit programmes. Focussed on small and medium sized enterprises in South and Central England, we offer a service tailored to your organisations needs and budget.

EBP Financial Planning is a trading name of Employee Benefits Partnership Limited and provides comprehensive and bespoke personal financial advice to individuals.

Our services

Employee Benefits Partnership Limited (EBP) offers a specialist and highly knowledgeable auto-enrolment consultancy service covering project planning, cost analysis, communication strategies, scheme design and full implementation support. We also provide consultancy and support services for other employee benefits such as:

- Group Life Assurance Schemes
- Group Ill Health and Disability Schemes
- Group Private Medical Insurance
- Flexible Benefit Packages

For non-business clients, EBP Financial Planning prides itself on a friendly personable service aiming to ensure that your financial objectives are met.

Where to find us
Head office address: Trinity Court, Molly Millars Lane, Wokingham, Berkshire, RG41 2PY
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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