Life Matters

EBC Advance gives you a complete service advising and supporting you from simple to highly complex financial issues.

Our 3-stage ‘Life Matters’ process starts by exploring your needs, building your individual plan around your aims, and then enabling genuine control over your investments.

Explore
Our qualified advisors will talk with you to get a detailed understanding of your circumstances. We’ll also establish what your aspirations and objectives are for the future so we can develop a truly personalised plan. During this process we’ll share our market knowledge, giving you a greater understanding of the issues surrounding investments. More than just keeping you abreast and informed, this enables you to have a far greater appreciation of what you can do with your money and what options are best for your needs.

Build
Your advisor, together with our planning team, selects the relevant analytical tools to create a comprehensive, personalised report based on your needs and objectives.The report sets out an effective a financial strategy and includes advice to help you prioritise your choices from a number of options.

Control
Through regular reviews, we help you manage, monitor and adjust your financial plan. And we can report to you in the way you prefer - face to face, by phone, email or by post. Your EBC Advance advisor is backed by the resources of an organisation committed to investing in the latest technology to ensure continuity and long term security.

"The scenarios presented by EBC, were extremely thorough and relevant to our current position. I could retire without a fear of the unknown."

Mr A, Warwickshire