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How our Independent Financial Advisers can help you

First of all you’ll need to contact us and we can explain more about our service and then agree with you the best way to provide you with financial advice.

One of our Independent Financial Advisers (IFAs) will then contact you to arrange a face to face or telephone meeting so we can get to know you and understand your needs. We’ll then take you through a 5 step financial planning process to provide you with the independent advice and recommendations you need.

1 - We get to know you 

2 - We identify your needs 

3 - We analyse your situation 

  • Review the information provided and your current situation 

  • Carry out research into suitable solutions 

  • Decide on solutions to meet your needs

4 - We prepare and present a recommendation and advice report containing

  • background information 

  • your financial objectives 

  • summary of your attitude to risk 

  • an explanation of our recommendations 

  • product information 

  • relevant applications 

  • agree a review plan

5 - We implement the recommendations 

  • Complete applications 

  • Carry out money laundering checks 

  • Submit applications and payment to providers 

  • Manage through to policy/plan issue

We continue to review your plans

We recommend that your financial plans are regularly reviewed and updated. We offer a range of review services to suit all circumstances. Please see ask your adviser for more details.

There are charges for our services. Your adviser will discuss and agree how we are to be paid before proceeding.

Ecclesiastical Insurance Group plc (EIG) Reg No 1718196. Ecclesiastical Insurance Office plc (EIO) Reg No 24869. Ecclesiastical Life Ltd (ELL) Reg No 243111. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg No 2046087. Ecclesiastical Underwriting Management Ltd (EUML) Reg No 2368571. E.I.O. Trustees Ltd Reg No 941199. EdenTree Investment Management Ltd (EIM) Reg No 2519319. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848 (EIO) and 110318 (ELL). EFAS and EIM are authorised and regulated by the Financial Conduct Authority. Firm Reference Number 126123 (EFAS) and 527473 (EIM). EUML is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 402228.