About Us…
OUR MISSION
To help our clients make the most from their savings and investments and to make wealth management simple, effective, and available to all. At the heart of everything we do is the common goal of everyone at EB Wealth to provide the highest quality of advice with an outstanding level of client service - and to do so as cost-effectively as possible.
As a company, our utmost priority is to constantly provide value to our clients. We understand that your time is precious and we strive to ensure that you have the freedom to focus on the important aspects of your life.
So, when you choose us as your partner, you can trust that we are devoted to going above and beyond to give you the time and freedom you deserve.
EB Wealth provides independent financial advice and a full suite of wealth management services to suit all types of investors.
Our dedication to providing value means that we are always looking for ways to improve and innovate. We understand that the world is constantly evolving and we are committed to staying ahead of the curve to bring you the best possible solutions.
Whether it's through personalised recommendations, timely assistance or efficient communication, our goal is to make your life easier. We want to give you the luxury of time so that you can focus on the things that truly matter to you.
At our core, we believe that our success lies in the success of our clients. We measure our achievements by the satisfaction and success of the individuals and businesses we serve. We are committed to building long-lasting relationships based on trust, reliability and exceptional service. Our team is dedicated to providing value that goes beyond the transactional aspect of our business.
EB Wealth goes the extra mile when selecting and monitoring your investment portfolio. If you are interested in finding out how we can improve the risk-reward profile of your investment, please do not hesitate to contact us.
EB Wealth’s journey
2024 Jan - Having gone through three years of improving our business processes and automating a number of our processes, we are proud to be able to pass on some of our efficiency savings to our clients by reducing charges across a number of our services.
2022 May - The EB Partnership celebrates its 10-year anniversary.
2021 October - EB Wealth builds on its existing online service offering to allow existing clients to invest into a wide range of wrappers with no up-front adviser fees.
2020 April - Against the backdrop of the global pandemic and UK lockdown we were able to build on our already robust online services to take the advice process 100% online with electronic documentation and electronic signatures replacing old “wet signatures” almost entirely. We still offer face-to-face meetings for those who prefer them.
2020 Jan - EB Wealth expands its service proposition, amongst other things, offering one-off personalised guidance meetings for individuals who want help on a “pay-as-you-go” basis.
2018 April - EB Wealth moves into new (slightly larger) offices but still in Putney where we all like to hang out.
2017 April - EB Wealth portfolios record 5th successive year of market outperformance.
2016 March - The EB Partnership launches the EB Wealth trading style.
2014 Jan - The EB Partnership starts publishing quarterly newsletters to keep clients abreast of significant market information and portfolio performance.
2012 Sept - The EB Partnership launches its wealth management proposition.
2012 May - The EB Partnership is born with an office in Putney.
