Other Services

EBM's strategic financial planning and wealth management advice services include consideration of the following key areas, often in conjunction with a client's chosen specialist or with an expert recommended from one of EBM's panel of specialists:

• Estate Planning
• Social Security
• Identification of Taxation Issues
• Asset Consulting
• Education Programmes

We work with clients and other service providers to ensure that the advice a client receives is seamless and that all relevant factors in an individual client's situation are being considered. For example, we liaise with a client's Accountant to deal with specific taxation issues, and with Solicitors in the preparation of estate planning documents such as wills and enduring powers of attorney. 

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