Personal

Investment Strategy

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.

EFS has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

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John and Gill

May I take this opportunity to thank you for continuing to apply your expertise to help us to manage our finances through another very difficult year.
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