We are developing new systems & processes that will benefit both advisers and investors.

Join EBA and let us help you educate your clients to stay invested with an evidence-based investment strategy.

LEARN MORE ABOUT OUR PRICING

We are developing new systems & processes that will benefit both advisers and investors.

Join EBA and let us help you educate your clients to stay invested with an evidence-based investment strategy.

LEARN MORE ABOUT OUR PRICING

EBA

Core Package:

Joining fee – £5,000

Monthly membership: £600.00


  • Free compliance health check
  • Educational articles and videos for clients and prospects
  • Stationery ordering facility
  • Website design, production and hosting
  • Processes, procedures, best practice
  • Compliance support services
  • Back office support technology – coming 2019/20
  • Recruitment and locum support
  • DB scheme triage process and procedure
  • Annual AF training courses and CPD events
  • Knowledge sharing and peer group support
  • Annual adviser and client conference

Additional Packages:

+Appointed Representative and franchise options

  • Trade as RockWealth and benefit from the brand and name recognition that this brings.
  • Appointed representative option – You are looking to set up a new firm or develop your existing business to take it to the next level.

Please contact us to discuss your plans.

+SEO Package

Local or National SEO packages for optimisation of organic search terms.

From £500 p/m

If you’re an adviser and you’d like to find out more about how we can help you, please get in touch