Independent financial advice and expertise

At Ecclesiastical Financial Advisory Services (EFAS), our team of dedicated Independent Financial Advisers (IFAs) provide unbiased financial advice and recommendations on financial products and services from across the market. We aim to understand your needs and to help make sure you have the right financial plans in place to suit your circumstances. We avoid jargon, and we don’t put you under pressure to follow our recommendations. 
 
The Group has offered financial advice since 1919 and provided a completely independent financial advice service since 2009. We also offer mortgage advice and have access to products from the whole of the mortgage market specialising in helping those who live in employer-provided accommodation on to the property ladder or to remortgage their existing property.

Our services

Personal financial planning

Our experienced independent financial advisers are specialists in advising clergy and the general public on all financial matters such as:
 
  • Pensions and retirement planning
  • Saving and investing (including ethical investments)
  • Life insurance and income protection
  • Mortgages specific to the needs of those living in tied accommodation
Our personal financial planning services are fee-based but there is no charge for the first meeting and all charges are agreed upfront before any commitment is made on either part.

Financial planning

 We offer a range of seminars to support clergy financial wellbeing which include:
 
  • Speaking at pre-retirement events
  • Speaking to new curates about financial matters and the importance of planning ahead
  • Speaking at events aimed specifically at supporting house purchase
These can be arranged by us or provided at supporting events arranged by the diocese or ministerial development team.
 
As independent advisers, our aim is to inform and help attendees understand financial issues rather than focus on products.

How much will independent financial advice cost me?

Our personal financial planning services are fee-based but there is no charge to you for the first meeting and all charges are agreed upfront before any commitment is made on either side. Fees are based on the time spent on your case, taking into account the experience and skills involved and the complexity of your situation.  

How our independent financial advisers can help you

Contact us and we will agree with you the best way to help you.
 
We can arrange a face-to-face or telephone meeting so we can understand your needs, agree the services we will provide and how much it will cost. We’ll then take you through a 5 step financial planning process to provide you with suitable advice and recommendations.
Helen and I would unhesitatingly commend Ben to any/all our friends and Church members and indeed have already given folk his name and contact. He is highly professional, well informed, efficient and really good fun. He has, always, made the things we wanted straight forward and easy to understand whilst, at the same time, making sure we got exactly what we wanted. His recommendations have been the very best in terms of mortgage and life insurance. Having dealt with advisors in other places we would now go to no one but Ben and commend others to do the same. He is part of the team of folk at Ecclesiastical who in a variety of ways have helped us so much and so well.

EFAS customer