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Bob Brown

E Financial Planning offers independent
Bob Brownfinancial 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.

 
Creating and Protecting Wealth
 
E Financial Planning is a trading style of Millfield Bates, which is authorised and regulated by the Financial Services Authority.

Address: Bob Brown  
Tel:
0870 3000168  Fax: 0870 3000169
Email:     bb@efinancialplanning.co.uk