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Private Client Services

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Corporate Financial Planning

EFS provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Mortgage Solutions

At EFS, we have two mortgage advisers who have extensive experience in this area. We also have a series of informative mortgage efactsheets available for download from Our Knowledge Centre. Click here to find out more.

Legal Solutions

The making of a Will is something that most of us would rather put off to another day, although we all know the importance of putting our financial affairs in order to ensure our family and others for whom we care or wish to support receive the financial means to live their lives with the financial security we would wish to provide for them.

Independent advice for charities

We assist charity trustees in negotiating the increasingly complex world of trustee responsibilities and to ensure the financial arrangements are appropriate to what your charity is trying to achieve.