Executive Financial Planning (EFP) was established in October 1992 by David Webb, initially in Marlborough, Wiltshire.
The corporate moved to Highworth in January 1994 and has continued to function from the identical tackle ever since
We’ve got 5 skilled advisers with over 150 years’ expertise in the trade and a couple of very skilled directors.
Our 2 Pension and Funding advisers are absolutely Diploma certified and we’ve 3 certified mortgage advisers.
This permits us to realize our acknowledged goal to offer genuinely impartial top quality recommendation on a variety of enterprise and private monetary conditions.
We again this goal up with entry to the freshest methods out there to the trade, a few of which you’ll be able to see on our hyperlinks web page. This permits us to take advantage of applicable suggestions in your state of affairs.
We’re remunerated in 2 methods.
We can agree on a charge construction with you for the preliminary recommendation we give and for the continued servicing of your portfolio with us, these charges may be paid by you, or deducted out of your product.
Some safety merchandise function a commissions construction which shall be paid to us by the supplier.
These choices are clearly set out in our Keyfacts doc which shall be mentioned intimately at our first assembly. The primary assembly is not going to be charged for.