EB WEALTH

Helping you plan your finances,
manage your money and achieve your goals.

Today is your opportunity to build the tomorrow you want

Products and Services:

Useful Information:

Financial Planning

We offer holistic financial planning where all aspects of a person’s financial life are carefully considered with the overall aim of better achieving your goals.

  • Pensions and Retirement

  • Tax Planning

  • Personal Insurance

  • Education Fees Planning

  • Cashflow Modelling

  • Divorce and Pension Sharing

  • And more…

Pensions and Retirement

At EB Wealth, we understand the significance of pension planning in securing a stable financial future. Our aim is to guide you through the complexities of your pension management and build a plan in order to help you retire with peace of mind that you will be able to continue to lead the life you have been planning for.

Reach out to one of the team to embark on a journey toward a secure and well-planned pension future with EB Wealth.

Saving and Investing

We create personalised savings and investment solutions based on your financial needs with considerations of taxation, time-horizon, appetite for risk and your wider financial objectives.

These include:

  • Pension Plans

  • ISA, Junior ISA & Lifetime ISA

  • GIA (General Investment Account)

  • Trusts

  • Onshore & Offshore Bonds

  • ESG / Ethical Investing

It is your life, design it well

Corporate Services

EB Wealth is a trading style of The EB Partnership. Whilst EB Wealth looks predominantly after individuals, The EB Partnership works with small to medium sized companies, delivering truly independent and bespoke employee benefit solutions.

  • Workplace Pension

  • Pension Auto Enrolment

  • Salary Sacrifice

  • Employee Benefits

  • Customised Employee Benefit Portal

  • Group Risk Insurance

  • Business Protection

  • Healthcare

  • Business Exit Planning

  • And more…