As Chartered Financial Planners, you can rely on Ebor Financial Planning Ltd to provide well informed, impartial advice based on a deep understanding of the financial markets and the latest legislation.
With offices in Thornton, where the firm was founded, Ebor Financial Planning Ltd is now one of Bradford’s leading independent, privately owned financial advisory businesses.
Ebor founder David Dixon set up his first financial advice business in 1972, after more than a decade working for major financial institutions. The firm was established to provide general financial planning services, specialising in pensions, investment and tax planning for individuals.
From its original team of three, the firm has grown steadily over the years. It now employs six advisers (including founders David and Richard) and seven support staff.
We believe that close working relationships are essential for effective long-term financial planning and management. By getting to know all about you, your goals, aspirations and wishes, we can develop individual strategies for every stage of your life’s journey.
Drawing on more than 40 years’ experience, you can rely on Ebor Financial Planning Ltd to provide well-informed, impartial advice based on a deep understanding of the financial markets and the latest legislation.
As Chartered Financial Planners Ebor Financial Planning is trusted by many individuals across Yorkshire and the UK to help guide their financial wellbeing and here’s just a few reasons why:
The Personal touch – we deliver an individually tailored service and financial strategy to meet your specific objectives.
We are Chartered Financial Planners – this award recognises the company’s performance as a whole and builds on the individual success of several of our advisors who are already Chartered Financial Planners. It is also a clear sign of our longer term intention to continuous investment in customer service and developing staff’s professional knowledge.
Friendly – building a long-term relationship with an advisor you trust is the best way to achieve your lifelong financial aspirations. That’s why our approachable advisors take time to listen to you, understand your circumstances and build lasting relationships that have your interests at heart.
Long-term stability – as a long-established firm with a successful track record, we’ll be your trusted guide on your financial journey through life.
Knowledge and Expertise – our advisers and support teams have decades of experience, with qualifications including the prestigious ‘Chartered Financial Planner’ status.
Intelligent systems – we use advanced investment management systems to optimise the selection, tracking and management of your investments.
Regular reviews – ensuring your investments, pensions and other policies keep pace with your changing lifestyle.
Independence – we are impartial and not restricted in the use of either products or providers. This enables us to offer you solutions from across the entire UK market ensuring that we match your individual needs.
No surprises – all our fees and charges are clearly outlined at every stage, they are very competitive and there are no unexpected surprises.
Ebor Financial Planning Limited (registered No 08946656 (England & Wales)) is an Appointed Representative of Bronte Investment Solutions Ltd. Bronte Investment Solutions Ltd (registered No 07330656 (England & Wales)) is authorised and regulated by the Financial Conduct Authority.
Ebor House, 1-3 Kipping Lane, Thornton, Bradford, West Yorkshire, BD13 3EL