Financial advice for pension scheme members

In partnership with the Representative Body of the Church in Wales.

Call us on 0800 107 0190

At Ecclesiastical Financial Advisory Services (EFAS), we are proud to have been selected to provide pension scheme members of the Representative Body of the Church in Wales with expert, independent financial advice.

Through this dedicated service, you can access clear, trusted advice and guidance designed around your individual circumstances, helping you plan confidently for today and the future.

How we can help you

Our advisers offer expertise across a wide range of financial areas, including:

Retirement planning
Pension advice (including RBCW schemes)
Mortgage and remortgage advice (specialising in those who live in job related accommodation)
Savings and investment planning (including ethical investments)
Financial protection (including life assurance,critical illness and income protection insurances)
General financial advice and support

Specialist support

We have extensive experience advising:

Clergy
Lay employees
Parochial Church Councils
The wider church community

We understand the unique financial considerations associated with ministry and church roles. Our advisers also have in-depth knowledge of RBCW pension schemes, enabling us to provide advice that truly reflects your personal situation.

Start with a conversation

We offer an initial conversation with one of our friendly EFAS advisers at no cost and with no obligation.

This gives you an opportunity to:

Discuss your current financial position
Explore your goals and future plans
Understand how tailored advice could support your financial wellbeing

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.

When first contacting us, please quote ‘RBCW26’ to receive a special fee discount available to all RBCW members.

Key benefits at a glance

Independent, regulated advice across the whole financial market
Specialist expertise supporting clergy, church employees, and the wider church community
Strong understanding of RBCW managed pension schemes
Personalised advice and guidance tailored to your individual needs
A focus on your long-term financial wellbeing, including retirement and mortgage planning

Arrange a meeting

Simply provide us with your details, and we'll contact you to arrange a confidential, no-obligation meeting with an expert EFAS adviser

Get in touch today

Call us on

0800 107 0190

(Quote ref: RBCW26)

Why choose EFAS?

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.

Clear advice

We follow a 5 stage advice process to set you on the right course.

99% Client satisfaction

EFAS Client Satisfaction Survey – October 2025 - Based on survey responses from 85 clients.

Client reviews

“Trustworthy and ethical company.”

“Efficient, helpful, friendly, and always available to give advice.”

EFAS is proudly part of the Benefact Group

Ecclesiastical Financial Advisory Services (EFAS) is part of the Benefact Group, a charity-owned group of Financial Services Companies that has donated over £250 million to good causes since 2014.

Visit Benefact Group website

Disclaimer

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.

EFAS is authorised and regulated by the Financial Conduct Authority.