What clients say about our advice and service…

We always welcome feedback from our clients. Here are just some examples of the many positive comments we have received from the clergy and wider community.

I have used financial advisors from the Ecclesiastical for over 50 years. I have found that they especially understand my preference for ethical investment.
I feel that my advisor is there for me.
I wish I had signed up with you much earlier.
Clear advice given. Our needs were listened to. Things were explained very clearly.
EFAS has an understanding of the particular situation of Clergy and their finances.
Ethical, charitable, supportive, good advice and support.
Trustworthy and helpful.

(Feedback obtained from an EFAS annual customer satisfaction survey, conducted in November 2024)

Your home may be at risk if you fail to keep up repayments on a mortgage.

Please remember that investments can fall as well as rise in value and you may not get back the amount originally invested. Your capital is at risk.

Please note that your tax treatment will depend on your individual circumstances and tax legislation and regulation. This could be subject to change in future.