EB Wealth

04/10/2022

We are pleased to release our latest Quarterly Report for 2022.
www.ebwealth.co.uk/quarterly-reports
Here we discuss current global markets, the factors affecting them and, for our actively managed clients, our asset allocation strategy for the next quarter.

We are proud of the service we have delivered this past year and as always, feel free to pass our details on to anyone you know who may need financial advice!

05/07/2022

We are pleased to release our latest Quarterly Report for 2022: ebwealth.co.uk/quarterly-reports

Here we discuss current global markets, the factors affecting them and, for our actively managed clients, our asset allocation strategy for the next quarter.

We are proud of the service we have delivered this past year and as always, feel free to pass our details on to anyone you know who may need financial advice!

20/06/2022

While divorce is difficult, there are things you can do to make the process go more smoothly when important decisions need to be made. Although it may be the last thing on your mind, choosing the right time of year to divorce could significantly impact the financial outcome for each individual.

To find out more please read ebwealth.co.uk/downloadable-guides

If you would like to discuss your personal situation to find out how we can help, please contact us and share this article with those who would also benefit!

31/05/2022

Did you know only 32% of people in the UK have life insurance compared to 64% who have home insurance?

There are a number of reasons why you might need life cover and/or critical illness cover. If you have dependents, then it is important to make sure they will be financially secure if something happens to you. If you have a mortgage or other debts, then life cover can help to pay these off. To learn more, click ebwealth.co.uk/downloadable-guides

To discuss your personal situation and to find out how we can help, please contact us and share this article with those who would also benefit!

25/05/2022

The EB Partnership - Celebrating 10 Years (and counting)!

Thank you to everyone who has made this possible- we couldn't have done it without you

25/03/2022

Looking for a better chance of beating inflation over the long term?
Please read here: ebwealth.co.uk/downloadable-guides

To discuss your personal situation or find out how we can help, please contact us and share this article with those who would also benefit!

04/01/2022

We are pleased to release our latest Quarterly Report for 2021, where we discuss current global markets, the factors affecting them and, for our actively managed clients, our asset allocation strategy for the next quarter.

We are proud of the service we have delivered this past year and as always, feel free to pass our details on to anyone you know who may need financial advice!
www.ebwealth.co.uk/quarterly-reports

20/12/2021

Did you know the cheapest way to turn your child (niece, nephew, grandchild, godchild etc...) into a millionaire is by setting up and paying into their pension when they are a child? Why not give a gift that will keep on giving- For more information click here: www.ebwealth.co.uk/self-select-child-pension-jisa
and for Current EB Wealth Clients- check your inbox at 4pm for your Personalized Christmas Offer!

02/12/2021

If we’ve learnt anything from this pandemic, it’s the importance of financial resilience, including having savings for later life. You need to save now so you can spend later in life. And making plans now for how you will pay the bills later when you are no longer working will avoid panic setting in when you suddenly find yourself retiring.

To discuss your situation and to find out how we can help, please contact us and share this article with those who would also benefit!
ebwealth.co.uk/downloadable-guides

27/09/2021

If you want to make inheritance gifts from surplus or excess income, there is a useful and much under-utilised exemption that allows gifts over and above the value of £3,000 per annum to be made without these gifts forming part of your estate if you die within seven years of making them.

To find out more, or to discuss your situation, please contact us and share this article with those who would also benefit!


www.ebwealth.co.uk/downloadable-guides

17/06/2021

More than a third of Britons plan to maintain new saving habits adopted since the arrival of COVID-19.

Understand how to make sure your savings are working as hard as possible is crucial to making sure your money is protected from the downturn and potential future inflation rises caused by the pandemic.

Please read here: ebwealth.co.uk/downloadable-guides for more information on saving during the pandemic, and for a quick chat to see how we could help, Contact Us and share this article with those who would also benefit!

12/05/2021

With the UK returning to some sense of normality, and people beginning to head back into the office now might be a good time for employers to remind their employees of their benefits. To learn more read here: www.theebpartnership.co.uk/articles/2021/5/use-those-benefits

With the UK returning to some sense of normality, and people beginning to head back into the office, now might be a good time for employers to remind their employees of their benefits – especially those that might have ‘add-on’ benefits tucked away. For example, some Group Life schemes come wi...