“RockWealth is a perfect fit for me. I very much share its values, whether it’s evidence-based investing, fair fees, sustainable investing or the emphasis on proper financial planning. So when I heard that, through eba, I could be part of the RockWealth success story, it was a no-brainer to become an authorised representative.
“eba is an end-to-end service developed by planners for planners, and for us it’s the stand-out turnkey provider. We would have no hesitation in recommending eba to anyone looking for an outsourced solution that frees them up to focus on doing the best for their clients.”
Phil Stockton, Partner, RockWealth Cheshire
“eba is well ahead of the game with its client-focused proposition. Everything I need is there — evidence-based portfolios that are risk graded and optimised for ESG, state-of-the-art cashflow planning software, high-quality video content to help us engage with prospects, and lots more besides.
“Clients love it, and they particularly welcome the chance to save money by paying fair, fixed fees.
“From a personal point of view, eba also allows me to concentrate on what I came into the profession to do — meet new clients, really get to know them well and help them to lead more fulfilling lives.
“I have no regrets whatsoever about working with eba. I would do exactly the same if I was starting my own firm again.”
Matt Frary, Partner, RockWealth Norwich
“It had long been my ambition to run my own financial planning business. But, in practice, it’s very hard to start without a respected name like RockWealth behind you. There are so many things a business owner needs to think about, whether it’s compliance, portfolio management, technology, SEO, marketing or back-office support. eba provides all that for you.
“I thoroughly researched all of the different options open to me and decided that eba was the best, as the well as the simplest, solution out there. It meant that all the core elements of the business were in place from day one, so we could hit the ground running.
“The response from clients and prospects has been extremely positive. Ours is a profession that is built on trust, and having the backing of eba really helps to cement that trust between the adviser and the client.”
Owen Williams, Partner, RockWealth Leamington
“Being your own boss in the financial services arena can be very lonely, especially when you’ve spent a long time working for bigger players. Engaging with eba made that transition much easier than I feared it might be. Whenever I have a problem or I need some advice or feedback, there’s a whole team of people to help me.
“Eba offers the best of both worlds — having your own firm, but also the support of a wider network to draw on whenever you need it.
“Most of all, working as an authorised representative of RockWealth has given me confidence. I know what I’m best at — and that’s financial planning and working with clients. But I also know my limitations. After all, you can’t be an expert at everything. Working with eba means that all those things I’m not an expert at are taken care of by people who definitely are experts.
“It’s a classic win-win situation for me and my clients.”
Matt Millard, Founder, RockWealth Cardiff
Perhaps you have an evidence-based investment philosophy already and would like to find out more about how we can help you?
Or maybe you’re fed up of having to apologise for dismal active fund performance and are wondering about the benefits of switching to EBI?
Whatever your situation, we’d love to hear from you.
Contact
01242 505 505
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