Our Mission Statement
"integrity, excellence, innovation and true professional value."
Areas of expertise include:
- Comprehensive Financial Planning*
- Investments
- Unit Trusts, OEICS, ISAs and Bonds
- Annuities
- Individual and Group Pensions
- Permanent Health Insurance and Critical Illness Insurance
- Life Assurance
- Residential and Commercial Mortgages*
- Buy to Let Mortgages*
- Inheritance Tax Planning* and Long Term Care Funding
- Taxation Planning*
* These areas may not be regulated by The Financial Conduct Authority
Our clients are referred to us almost exclusively by recommendation. Many clients have been with us since we were formed over 20 years ago.
EFM are members of the Association of Independent Financial Advisers.
Independent, impartial and professional advice across a broad range of insurance and financial services for over 20 years.