Testimonials

Keen to know if immediate retirement was feasible and with a portfolio of PEP's ISA's, several buy to let properties, a sprinkling of endowments, a small share portfolio and numerous pension schemes of all types behind them. The key issue’s were what did it all mean, could it be done, what impact would a major event have in the future and were the existing arrangements as efficient as possible. Several alternative scenarios were presented and with the aid of sophisticated software a clear plan was put in place, that enabled retirement to start within 6 months.

'We'd always saved for the longer term, but without any real focus or understanding of how we were doing, and not wishing to bury myself in spreadsheets, EBC provided real clarity to our position. The scenarios presented by EBC, were extremely thorough and relevant to our current position and meant that I could enter into retirement in comfort and without a fear of the unknown’

Mr A of Warwickshire

"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