“EB Partnership has supported us with everything from setting up Pensions & optimising our ISAs through to sorting Life Insurance. They have been a firm I have known since the early days of my career and I trust Kai, Charlie and Amber with all of our financial goals.”
“It was a pleasure to chat with Kai as he really put my mind at rest over some Inheritance Tax issues. During a free consultation by phone he also suggested a profitable way of making a tax free gift to my son which I would never have thought of. There was no pressure, just sensible advice and an invitation to go back for more specific help in the future should I need it. I felt reassured and confident in the advice I received and will definitely go back for more if required.”
“Kai and the Team are reliable, quick to respond and provide excellent advice. Annual reviews are thorough and informative giving me confidence I'm making the best choices to manage our family investments.”
“I would like to express my gratitude to Harveen and Charlie for taking the time to give a talk on pensions and benefits at Bramble Energy. The feedback we have received from our employees has been overwhelmingly positive.
Having Harveen and Charlie present in person was a great opportunity for our employees to ask any questions they had regarding their pensions and benefits. This personal interaction allowed our employees to gain clarity and a deeper understanding of their financial planning for the future.
Not only were Harveen and Charlie extremely knowledgeable and informative, but they also created a warm and friendly atmosphere during the session. Their approachability and willingness to address individual concerns made a significant impact on our team.”
“Personal, friendly and very professional service. Calls and meetings are thorough and they are always happy to answer questions. We can thoroughly recommend them.”
“have been working with the EB Partnership for several years now and have always been very happy with the service provided. Options are clearly laid out, costed, and the risks discussed. I have been so much happier having people actually working with my money to make money rather than many other pension schemes that simply waits to see what happens.”
“We have found the team at EB Wealth to be both supportive and professional, tailoring their service to clients' particular needs. They are always readily available and willing to answer questions and to invest the time necessary to ensure that we get the right guidance and advice.”
“Kai and his colleagues at the EB provide a knowledgeable, honest, fair and extremely personable service.
Kai has an incredible knack of taking something complex and explaining it in delightfully simple terms.
I am extremely confident that advice has always been provided in the best interest of the customer (even if this is occasionally to the detriment of EB) - whilst most advisors will claim to have a customer centric approach many, unlike the EB, don’t practice this approach in reality.
I have been fortunate enough to have had 5 years+ dealings with the EB and would have no hesitation recommending them to individuals looking for an IFA or businesses requiring financial planning advice.”
“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.”
“I have had the pleasure of being advised and financially guided for future planning by Kai and his team for the last 20 years. His and the teams expertise, pragmatic approach to balancing risk with long term financial security and subject matter expertise and service, means I am delighted to recommend the EB Partnership.”
“I have been working with EBW since 2018. It is now March 2022 and we have war in Ukraine. I moved my investment portfolio from my previous IFA to EBW in 2019 because I was increasingly concerned about high levels of fees and I did not have confidence that looming complex pension issues (as I approached my sixties) would be properly dealt with.
My move to EBW has been a good one. I have excellent visibility of my investments using the Transact platform. EBW is accessible and user friendly. Complex issues are discussed and written down. Fees are transparent and reasonable. Investment strategy and performance seem good. I have face to face conversations with the EBW about performance and receive its information and updates. I have confidence that EBW is a competent, well-informed money manager.
Having undergone the trauma of switching IFAs, I now have a plan going forward. I have more control and, possibly most importantly, I have peace of mind. Working with EBW has been a very beneficial experience and I look forward to it continuing.”
“I always receive a first class service from EB Wealth. They are extremely professional and listen to my needs and advise accordingly. More importantly I feel my investments are in good safe hands and I have had good growth with the recommended products. I can pick up the phone at any time to speak with them about my family’s financial plans.”
“I have used EB Wealth for many years. They provide an excellent service taking time to really understand my needs and requirements as a client. They are always proactive and the advice they give is clear. I would not hesitate to recommend them to others.”
“I have been fortunate to have Kai and the team at EB Wealth provide me with an incredible service regarding my personal investments for a number of years. They are always diligent, informative and uncannily accurate with their analysis of the global markets.”
