We help advisers to build successful businesses and provide an exceptional client experience.
Join EBA and focus on what you do and enjoy best — helping clients to lead the lives they want.
We help advisers to build successful businesses and provide an exceptional client experience.
Join EBA and focus on what you do and enjoy best — helping clients to lead the lives they want.
We are building a network of financial advisers across the United Kingdom that will help to change financial advice for good.
To work with us, you will need to share our philosophy, which is built on:
- doing what’s best for the client at all times,
- holistic financial planning,
- fair and fixed fees, and
- evidence-based investing.
Whether you already have a firm of your own, or are looking to start one, here is the support we can offer you:
Regulation & compliance
- FCA permissions and registrations
- Professional indemnity insurance
- Compliance oversight and support
Website & email
- Website with hosting
- Ongoing website maintenance
- Microsoft Exchange email accounts
Professional development
- Membership of the EBA network
- In-house training on systems and processes
- National training events and annual conference
Practice management
- IP on process and procedure (BS/ISO-quality)
- Salesforce back-office CRM and client portal (white-labelled)
- Voyant interactive planning software (white-labelled)
- Client conferencing support
- HR support and recruitment services
Content, marketing & sales
- Regular client education articles
- Regular client education videos
- Use of educational video archive
- Generic SEO-related blogging
- Initial local keyword SEO optimisation
- High-quality leads via national lead referral website