Independent financial advice and expertise
Ecclesiastical Financial Advisory Services (EFAS) have provided fully independent advice about investments, mortgages
, pensions, savings and planning for retirement since 2009. You can have full confidence and trust that the advice we give is impartial and concentrates on finding a suitable solution to meet your needs.
Being part of the Benefact Group
means that a large proportion of the profit we make is given to our owner, Benefact Trust
. We are committed to doing the right thing for our clients and delivering growing financial returns to our owner, which in turn helps change people’s lives for the better. Since 2014, the Group has contributed £200m to good causes, making us the UK’s 3rd largest corporate donor.1
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
- Mortgage advice, including specifics for 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.
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.
1 DSC – The guide to UK Company Giving 2023-24