how do we provide advice?
Financial advice to suit your needs
Why speak to Ecclesiastical Financial Advisory Services?
Outstanding heritage and values
We’ve been helping people with their financial planning needs since 1919. But what really sets us apart is our heritage and values.
As the financial advisory arm of Ecclesiastical, we’re part of a company that was started by churchmen in 1887 and today gives a significant proportion of its profits to charity.
Personal professional service
With financial advisers based all over the UK, as well as a team of telephone advisers, we can give you advice face-to-face or over the phone, whichever is easiest for you.
There’s no cost for an initial consultation, and no obligation whatsoever. We’re simply concerned with building a long-term relationship that gives you financial peace of mind.
Whether you’re looking for a full financial review or have something more specific in mind – such as advice on savings, investments, taxation, retirement planning or protection for your family – our straightforward advice is tailored perfectly for you.
Our advice process
The process we follow is designed to keep things simple and transparent. It follows six simple steps:
Initial discussion – to understand your financial circumstances and what you’re looking to achieve and when
Detailed analysis – a thorough review of your personal financial situation, including your short, medium and long-term financial needs
Research – once we know your circumstances and have discussed potential ways to help, we’ll then research the types of product and provider that can help you achieve your objectives
Presentation of recommendations – making sure you’re happy with what we recommend
Implementation – we’ll give you everything you need to help put your plans in place
Reviews – to ensure your financial plans keep pace with the changes in your life. Contact us at any time during office hours to arrange a review.
If you'd like to talk to a financial adviser - please call 0800 107 0190 or email financial_services@eigmail.com.
