Financial Planning

The key to a successful financial future is planning

From starting out in your career, through to retirement and later life, you will have financial goals. Working with an adviser to create a financial plan helps turn your goals into reality and, the sooner you start your financial planning, the greater your chance of meeting these. Let us help you on this journey.

At EBCam, we can offer impartial, jargon-free advice to you, your family and your business, to help you understand and make informed decisions about your financial future. We are proud to be independent financial advisers, able to help you achieve your financial goals by looking at a wide range of investments and pensions, as well as offering protection solutions and ongoing reviews and advice to ensure you remain on track to meet your goals.

We work with specialist advisers and providers for specific needs and can also liaise with your accountant or solicitor to ensure that all angles of your financial plan are covered.

If you would like to discuss your financial planning needs and options, please get in touch today.

Our brochure

What are your financial planning needs?

Our Financial Planning Process

Protection

Investments

Tax Planning

Pensions & Retirement Planning

Executive Planning

What our clients say

‘Although I didn't have a particularly clear agenda of what I expected to get from the 1:1 meeting, you did a great job of understanding my current circumstance and directed the meeting to give me the information I needed and also direction of what I should consider in future. The meeting was also followed up very quickly with the discussed information and projection requested, all very clear. Thanks very much.’

Member Meeting

“We have been working with EBCam since August 2020, having engaged them to help us build on our existing employee benefit offering as well as to bring some additional rigour and support to the administration of the benefits. We have found them to be professional and proactive in their approach. They are extremely responsive and provide a high level of customer support. James, Steph and Laurie are all very knowledgeable and have provided us with sound and experienced advice.”

Corporate Client

“We have a long standing relationship with the EBCam team and we plan for that to continue into the future. Our flexible benefits platform is consistently rated highly with our employees and is especially impressive to joiners.

We get excellent support from the EBCam team to ensure that what we provide is current and useful. The back-end support that we get is invaluable to our HR team and ensures that we have accurate data and our employees get a seamless portal.

I would highly recommend them and am happy to talk to anyone about what we offer to our employees.“

Corporate Client

“We have been really impressed with EBCam in relation to the advice and support they have given us throughout our recent pension review and implementation process. They really are the experts when it comes to all things pension related and nothing has been too much trouble for them when providing us with answers to questions we have had along the way or advice on how to handle a particular situation. The whole team have been a pleasure to work with so far and we look forward to continuing our working relationship with them.”

Corporate Client

“Thank you for this incredibly comprehensive and accurate summary. I am beyond impressed with how well you have documented our conversation. I would like to take some action based on what we have discussed… It was a pleasure talking with you”

Private Client

“Best wishes to you and also to James – you’ve really helped us build a very credible benefits package and also brought thought leadership in these areas.”

Corporate Client

‘Really helpful discussion with Sarah, explained all options in easy to understand detail , will definitely recommend.’

Private Client

‘Helpful and provided me with all the information required. This session has helped me to be confident to make right decisions and take next steps related to my pension plans. Thank you very much for the advice and an informative session.’

Member Meeting

‘The advisor was very helpful, clear and I am comfortable on my next steps. She answered all my questions!’

Private Client

‘Excellent information, Laurie was extremely helpful and provided some very valuable advice on pensions and tax implications.’

Private Client