Helping you make the right financial choices

Welcome to Ecclesiastical Financial Advisory Services (EFAS), where our focus is on your financial well-being. For over a century, Ecclesiastical has been providing expert financial advice, to help people make informed decisions with confidence and trust.

Our Service Commitment:  We believe in offering impartial advice that’s dedicated to finding the right solutions for you. Whether you're planning for retirement, seeking investment opportunities, or exploring your mortgage options, our experienced independent financial advisers are here to guide you every step of the way.

* Your home may be repossessed if you do not keep up repayments on a mortgage.

Our team of advisers have expert knowledge and insight into your Church benefits to offer clear advice and guidance, giving you financial peace of mind.

We're by your side - Whether you’re a new curate starting your career in Ministry needing to develop a clear financial plan, an established member of the clergy requiring a review of your pension arrangements, or seeking a mortgage lender to acquire a property, we’re here to help.

Find out more about how we help our clients

Parish fund investment reviews
Our expert advisers have a wide range of experience in working with Parochial Church Councils across the UK and know how to help PCC trustees manage their investments and meet their legal duties.

Find out more about parish fund investment

Clergy and lay staff seminars
We regularly provide topical and informative financial wellbeing seminars and workshops in different diocese across the UK. These cover a range of topics including pre-retirement planning, as well as financial guidance for those new to ministry, and include insights into getting the right mortgage, especially if you live in church provided accommodation. Seminars are often organised in cooperation with the Church of England Pensions Board and can be arranged through your diocese or ministerial development team.

At EFAS, we are proud to be part of the Benefact Group– a charity owned, international family of financial services companies that exist to donate available profits to good causes and help make a positive impact on society.

• Expertise - Our advisers specialise in financial planning for both the clergy and the wider general public, ensuring that you receive knowledgeable and relevant advice.
• Trust - With a history of providing sound advice and guidance, you can rely on us to help you secure your financial future.
• Positivity - Choosing EFAS means supporting charitable causes, as we're committed to giving back to the community.

The first meeting with one of our independent financial advisers is free and without any obligation. If you feel you would like advice, once we know more about your situation and financial objectives, we will then calculate our fee, clearly explaining to you what this covers, before any commitment is made from either side.

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.