Ebor Financial Planning

As Chartered Financial Planners, you can rely on Ebor Financial Planning Ltd to provide well informed, impartial advice based on a deep understanding of the financial markets and the latest legislation.

eborfinancial.co.uk

T: 01274 839200                  

E: info@eborfinancial.co.uk

With offices in Thornton, where the firm was founded, Ebor Financial Planning Ltd is now one of Bradford’s leading independent, privately owned financial advisory businesses.

Ebor founder David Dixon set up his first financial advice business in 1972, after more than a decade working for major financial institutions. The firm was established to provide general financial planning services, specialising in pensions, investment and tax planning for individuals.

From its original team of three, the firm has grown steadily over the years. It now employs six advisers (including founders David and Richard) and seven support staff.

We believe that close working relationships are essential for effective long-term financial planning and management. By getting to know all about you, your goals, aspirations and wishes, we can develop individual strategies for every stage of your life’s journey.

Drawing on more than 40 years’ experience, you can rely on Ebor Financial Planning Ltd to provide well-informed, impartial advice based on a deep understanding of the financial markets and the latest legislation.

As Chartered Financial Planners Ebor Financial Planning is trusted by many individuals across Yorkshire and the UK to help guide their financial wellbeing and here’s just a few reasons why:

The Personal touch – we deliver an individually tailored service and financial strategy to meet your specific objectives.

We are Chartered Financial Planners – this award recognises the company’s performance as a whole and builds on the individual success of several of our advisors who are already Chartered Financial Planners. It is also a clear sign of our longer term intention to continuous investment in customer service and developing staff’s professional knowledge.

Friendly – building a long-term relationship with an advisor you trust is the best way to achieve your lifelong financial aspirations. That’s why our approachable advisors take time to listen to you, understand your circumstances and build lasting relationships that have your interests at heart.

Long-term stability – as a long-established firm with a successful track record, we’ll be your trusted guide on your financial journey through life.

Knowledge and Expertise – our advisers and support teams have decades of experience, with qualifications including the prestigious ‘Chartered Financial Planner’ status.

Intelligent systems – we use advanced investment management systems to optimise the selection, tracking and management of your investments.

Regular reviews – ensuring your investments, pensions and other policies keep pace with your changing lifestyle.

Independence – we are impartial and not restricted in the use of either products or providers. This enables us to offer you solutions from across the entire UK market ensuring that we match your individual needs.

No surprises – all our fees and charges are clearly outlined at every stage, they are very competitive and there are no unexpected surprises.

Ebor Financial Planning Limited (registered No 08946656 (England & Wales)) is an Appointed Representative of Bronte Investment Solutions Ltd. Bronte Investment Solutions Ltd (registered No 07330656 (England & Wales)) is authorised and regulated by the Financial Conduct Authority.

Ebor House, 1-3 Kipping Lane, Thornton, Bradford, West Yorkshire, BD13 3EL

TESTIMONIALS

“4* – I don’t get out on the greens enough but when I do I normally go for courses nearby in Roundhay and Wike. However from working with Bradford Golf Club I had to try out the course and it’s (a) not a bad drive from North Leeds side and (b) a *superb* golf course. Really welcoming and professional – what you’re looking for in a golf club”

Duncan Coleman Sept‘13

“5* – Ive been following Herbert Fowler golf courses & looking to play as many as I can when work permits. Bradford Golf Club does not disappoint. Whilst there are a lot of trees, they are redeveloping the course and taking it back to its roots & are in the middle of major tree removal. The contours of the land are coming back through & you can definitely see the Fowler influence”

Ken Thorpe Oct’15

“5* – Lovely surroundings and great for social events”

Caron Andrade, 23/6/16

“5* – Quite possibly the best golf club in the area. All staff are friendly and welcoming. Banter is included if you’re a southerner. The course has never been a reason to complain on any of the many occasions I’ve played it. I urge any keen golfer to play this course – you will NOT be unimpressed by it.”

Mark Adi Wardle, 6/8/16

“5* – Fantastic golf course. Every hole is different. Greens are also top drawer. Well worth a visit.”

Robert Harrison 14/9/16

“5* – Really enjoyed it , course in great condition for time of year !! Cheers to all involved!!”

Dave Gardner, 8/10/16

“5* – Played in the Seniors open, well organised, excellent course and friendly staff. Looking forward to playing again next week with the Wike Ridge Golf Society. Certainly one of the best courses in the area.”

David Walters, 27/8/16

Great Golf Days

Create yours now

Choose a Tee Time

Book now

Weddings

Create your special day now

Party Time

Start celebrating now