Why use EB Wealth?

We are passionate about providing a service that you can rely on, giving you sound advice on all aspects of your financial planning. We also work hard so you don’t have to to make your money grow with the aim of achieving your goals and fulfilling your dreams! We do extensive research on the funds we invest your money into and only use providers that score highly when carrying out market-wide due diligence.

Typically, when you save and invest with us, we will invest your money into our Centralised Investment Proposition. This consists of a series of model portfolios that we have created in-house. This can drastically reduce the costs you might incur compared to IFAs who outsource their investment research. We are also proud of the fact that we have fought hard to maintain our 0.5% per annum fee structure when so many others have increased their charges to 0.75% and beyond.

We run a number of centralised portfolios based on client needs, with the vast majority of our clients being invested in either our Moderate or Moderately Adventurous Growth portfolios. We use the IA Mixed investment 40-85% shares index to benchmark our Moderately Adventurous portfolios and have also shown the performance of our Moderate portfolios on the same graph - see below. We are also strong advocates of structured products and where appropriate, we often recommend these as additional investments sitting alongside our centralised portfolios. The bar chart below shows the average return achieved on our structured product recommendations on a discrete annualised basis.

Although we are proud of the performance of our model portfolio performance, you will see further down the page that, when coupled with structured products, our clients have so far benefitted from an excellent performance on their investments. However, past performance cannot be relied upon for future outcomes.