Our Mission Statement

"integrity, excellence, innovation and true professional value"

WEALTH MANAGEMENT

We pride ourselves on our ability to offer impartial, expert advice in all areas of Wealth Management. We work closely in association with other Professional Firms including Accountants, Solicitors, Stockbrokers and Bankers.

Areas of expertise include :

Comprehensive Financial Planning*
Investments
Unit Trusts, OEICS, ISAs and Bonds
Annuities
Individual and Group Pensions
Permanent Health Insurance and Critical Illness Insurance

Life Assurance
Residential and Commercial Mortgages*
Buy to Let Mortgages*
Inheritance Tax Planning* and Long Term Care Funding
Taxation Planning*

* These areas may not be regulated by The Financial Conduct Authority

Our clients are referred to us almost exclusively by recommendation. Many clients have been with us since we were formed over 20 years ago.

EFM are members of the Association of Independent Financial Advisers.
INDEPENDENT, IMPARTIAL AND PROFESSIONAL ADVICE ACROSS A BROAD RANGE OF INSURANCE AND FINANCIAL SERVICES
FOR OVER 20 YEARS