EFG Independent Financial Advisers

Address 

  • 33 Great Charles Street, Birmingham, B3 3JN   (Tel: 0121 200 2255)
  • WaterlooCourt, 31 Waterloo Road, Wolverhampton, WV1 4DJ   (Tel: 01902 710402)
  • Leconfield House, Curzon Street, London, W1J 5JB   (Tel: 020 7491 9111)

About EFG Independent Financial Advisers

EFG Independent Financial Advisers is a fee-based financial planning advisory business.

Owned by EFG Private Bank - which is the UK-based private banking arm of EFG International – EFG Independent Financial Advisers offers a wide range of expertise to private individuals and corporate businesses located throughout the UK.

Our services include:

  • Technical, consultancy and administration support services in respect to insured group pension and group risk schemes
  • Business Protection insurance, including:
    • Key Person protection - continuation planning
    • Partner / Director Share Protection
    • Business Loan Protection
  • Financial planning and advice for select private clients

Where appropriate we are able to introduce our clients to other professionals such as lawyers, tax specialists, HR Consultants and accountants.

EFG Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority.

For further information about EFG Independent Financial Advisers and our services please visit www.efg-ifa.com

Resources

Auto Enrolment & NEST Briefing Paper