“EB Wealth have looked after me and my funds for close to 5 years. They have been superb to deal with starting from the initial meeting to the regular catch ups and check ins. They have an individualised approach and go out of their way to make sure you are informed of market developments or challenges and given the opportunity to adapt your position based on current market dynamics. I appreciate the steady flow of information they share and the consistent level of supportive contact. I have no hesitation recommending them.”
“We depend and rely on EB Wealth to look after our portfolio, but most of all we have absolute trust that they will do the best for us.
We have been with them since their inception and believe that we will remain with them until we retire and trust that our future is safe in their hands.
Thank you”
“I have worked with Kai for the past 4 years. He is honest to a fault, always doing what is in the best interest of the customer. He has a heart of gold and too often reduces fees or doesn’t charge what he should or could for the work he does. I will never forget the time he had his hands in his head trying to figure out how to NOT raise fees for our clients after the FCA passed new rules that would require our company to do a lot more busy work. If I invested my money ANYWHERE it would be with EB Wealth. I have answered too many phone calls from individuals who have been taken advantage of by financial institutions leaving them with hardly anything to retire on. EB Wealth is not that place- they are the opposite and will do everything they can to ensure you are in a better place after working with them.”
“Kai was able to address a wide range of questions and issues that I had about my pension needs and worries. I have unfortunately neglected my pension provision for too long but Kai was able to put my mind at rest and shed some light on the various possibilities that are out there in a refreshingly down to earth and straightforward way that I could easily understand. Unfussy straightforward yet flexible approach. Recommended.”
“I chanced across EB Wealth through my company pension scheme, and from the first meeting, I could tell a difference from my usual pension salespeople in the big companies. There was real interest in making my funds and savings grow and with more options and ideas.
For some time I ran funds parallel to those with EB and saw for myself that their predictions were genuine. I’m now making much better use of my previous private pension funds with higher performance.
They were very open and frank about me, my savings and pension funds, without being patronising, which suits me.
The more my funds grow the more they benefit. In my opinion, a genuine incentive to be efficient.
The The EB Partnership team have always been available to answer questions by phone or quick to respond by E-mail.
I'm just a few years off retirement, and their advice regarding my other assets with useful and very interesting Tax advice is invaluable. It also seems that there are many more ways to use your accumulated funds than the big companies offer. Very interesting.
I don’t part with my money easily shall we say, and am quite concerned about what the future holds for me, but I’m more comfortable knowing that I can afford more than I would have done had I left thing as they were.”
