Personalised Guidance Meetings

Whatever your situation, we are here to help.

What We Offer

We offer Personalised Guidance Meetings with a fully qualified Independent Financial Adviser. Our adviser's expertise and knowledge can help you create a personalised plan tailored to your specific needs giving you a sound strategy to achieve financial success. This is a great first step towards taking full independent financial advice and can provide invaluable help for individuals seeking help on ways to achieve their financial goals and aspirations. During this meeting, your adviser will take the time to understand your unique circumstances, current financial situation, and long-term objectives before clearly explaining the different options available to you as well as discussing the advantages and disadvantages of the different routes open to you.

The personalised guidance provided in these meetings is designed to empower clients with the confidence to make informed decisions, enhancing their financial well-being and bringing them closer to reaching their financial goals.

No advice is provided in these meetings. We are also happy to provide full independent financial advice under our Advised Services. Please contact us to discuss the benefits and costs of full advice or alternatively you can review all of our services and costs in detail in our Terms of Business.

    • Managing Finances

    • Mortgage Repayment Guidance

    • Changes of circumstances, including family deaths, ill health, etc

    • Divorce - Financial Mediation and Pension Sharing

    • Elderly Care Options

    • Tax Planning

    • Inheritance and Gifting

    • Investment Guidance

    • And more…

  • Retirement / Pension Planning

    Income in Retirement Options

    Pension Transfer & Consolidation

  • Pension Plans

    ISA, Junior ISA & Lifetime ISA

    GIA (General Investment Account)

    Trusts

    Onshore & Offshore Bonds

    ESG / Ethical Investing

    • Life Cover

    • Family Income Benefits

    • Mortgage Protection

    • Income Protection

    • Critical Illness & Disability Cover

    • Private Medical Insurance

    • And more…

Book your Personalised Guidance Meeting today and start your financial journey!

If you encounter any issues using our booking system, please feel free to call us on 020 7947 0216 or e-mail enquiries@theebpartnership.co.uk

  • If you are new to EB Wealth or to financial advice in general, we are happy to offer an initial exploratory 30-minute meeting so you can meet us and understand the services we provide and the costs involved.

    To book an initial meeting, please click here.

  • One-hour Personalised Guidance Meeting with a fully qualified Independent Financial Adviser and specialist wealth planner. VAT may be applicable.

Personalised Guidance Meetings

Below are some examples of areas we can provide guidance on.

But everyone has a unique situation.

Christine D

“EB Wealth has managed my investments for over 20 years and they have done a fantastic job. The whole team are personable, knowledgeable and efficient. Most importantly I have seen my portfolio grow beyond my expectations.”

Donna W

“I cannot rate the service of Kai and his team at EB Wealth highly enough. Every year they have outperformed & customer service is second to none.”

Read more reviews here:

Testimonials