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Bob Brown
E Financial Planning offers independent
financial
advice to entrepreneurs, high net worth individuals and charities.
Bob Brown, who runs E Financial Planning, has over fourteen years experience
as a financial adviser. He previously worked in engineering as an
accountant and then moved into export sales before setting up his
own business. Bob has a proven track record of giving reliable advice
with Yorkshire common sense that helps his clients reach their
personal and business goals.
Our Service
- Helping you and your company decide how you want to
balance your current financial security with investing for the
future.
- Developing customised solutions for you.
- Integrity you can trust.
- Clear and simple advice that makes even the most complex financial
solutions easy to understand.
- Providing the facts to make informed decisions so that you can
feel in control.
Five Important reasons to use E Financial Planning
- Independent - we do not work directly with
or for any product provider and we advise on products from the whole
marketplace on their value to you not us.
- We like to inform not tell - we will help you become more
knowledgeable by explaining the various financial instruments available.
Joint informed decisions are then made. We don't just tell you what
to do without backing it up with logic.
- We have fewer clients so that we can spend more time with you
- most of our time is spent on innovation, research, and general
thought rather than marketing. We doubt you'll find someone as committed
and thorough, that's why our clients recommend us because of the
quality of our service.
- Fact-finding - no advice is given until all the information
pertaining to your position is gathered. This includes objectives
and attitudes to all financial issues.
- References available from existing clients and if you like
our service we're delighted if you refer us to your friends and
colleagues.
E Financial Planning is a trading style of Millfield Bates.
One of the largest firms of independent financial advisers in the
UK, offering a professional financial planning service.
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