Financial Services for the individual and the SME

A comprehensive approach to financial planning, helping you and your employees navigate life’s milestones with confidence.

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Richard Basford
Director

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Setting goals & priorities

We help you to clarify your short-term and long-term financial goals; we ensure they are realistic and aligned with your vision for the future.

Budgeting & cash flow management

A well-structured budget is essential for achieving your goals. We guide you through managing your income, expenses and savings to maximize your financial potential.

Investment planning

Whether you’re new to investing or looking to optimise your portfolio, our advisers provide expert strategies to help to grow your wealth whilst managing risk.

Retirement planning

Preparing for retirement can be complex. We offer strategies to build wealth and to create a sustainable income stream for your retirement years.

Tax optimisation

We help you make smart tax decisions that can save you money now and in the future to ensure that your financial plan is as tax-efficient as possible.

Employee benefits

A comprehensive employee benefits package is essential to foster a productive, engaged and loyal workforce.

Personalised & tailored to your needs and aspirations

We work with you to understand your unique goals and create a personalised plan tailored to your needs and aspirations. Through careful analysis and ongoing support we help you to make informed decisions that align with your values and financial objectives.

Why choose EB Now Financial?

No matter where you are on your financial journey, EB Now Financial Services is here to help you to achieve your goals and secure your future.

Personalised approach

Every financial journey is unique. We take the time to understand your needs and offer advice tailored to your situation.

Holistic view

We look at the big picture, integrating all aspects of your financial life into a cohesive strategy.

Ongoing support

Financial planning is an ongoing process. We stay by your side, providing updates, adjustments and advice to help you stay on track.

Let’s make things happen

A comprehensive approach to financial planning, helping you and your employees navigate life’s milestones with confidence.

Richard Basford
Director

By submitting my data I agree to be contacted