The EB Partnership Reviews 

26
•
TrustScore 4.5 out of 5

4.6

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Rated 5 out of 5 stars

Kai and Amber did a fantastic job of organising our mortgage protection and family income policies. They were very efficient and took lots of time to answer our questions. They communicated throu... See more

Rated 4 out of 5 stars

I only appointed EB about 6 months ago so it is too early to make definitive judgments. However, so far so good. Everything has been handled quickly and professionally and I have been able to make dec... See more

Company replied

Rated 4 out of 5 stars

I had a good experience meeting with Kai, however Tom has provided me with more practical info that helped me make a better decision.

Company replied

Rated 5 out of 5 stars

I had spoken to other IFAs prior to my meeting with Kai. What set EB apart from the rest, was that the advice I received was much more tailored to my individual situation. Kai was extremely knowledgea... See more

Company replied

Company details

  1. Pension Fund
  2. also in
  3. Asset Manager Service
  4. Investment Service

Information provided by various external sources

At The EB Partnership we pride ourselves on going the extra mile in building and monitoring our clients’ pension and investment portfolios. Wealth - Sustainability - Choice


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

26 reviews

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4.6

All reviews

(26)

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Rated 5 out of 5 stars

Excellent service

Kai and Amber did a fantastic job of organising our mortgage protection and family income policies.

They were very efficient and took lots of time to answer our questions. They communicated throughout the process so we always knew what stage we were at with the application. It made it a stress-free experience.

I would thoroughly recommend the EB Partnership.

November 8, 2019
Unprompted review
Rated 5 out of 5 stars

Very responsive and very efficient

We were very impressed with the staff at EB Partnership, esp Kai with whom we had our initial free consultation. He was very open and honest, and gave us additional time to answer all of our many questions. After the meeting, whenever we needed either more information or additional clarification, we had only to pick up the phone or send an email with our query, and we were provided with a comprehensive reply without delay. We never felt we were being sold anything, or pushed in any particular direction, but instead were given the information we needed to make informed decisions. Very nice people to deal with. We feel very confident in their service.

April 18, 2019
Unprompted review
Rated 5 out of 5 stars

Most helpful

Most helpful, straight to the point, made to feel comfortable . Would definitely use in the future. Would recommend.

January 5, 2018
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Dear Michael, thank you for the kind review. We were most happy to be of help!

The EB Wealth Management Team

Rated 5 out of 5 stars

Great advice from a friendly team!

I had spoken to other IFAs prior to my meeting with Kai. What set EB apart from the rest, was that the advice I received was much more tailored to my individual situation. Kai was extremely knowledgeable, friendly and patient and happy to talk through any questions or concerns I had, as many times as I needed, to ensure that I was confident in my investment decisions. I won't hesitate to recommend to friends and family.

December 21, 2017
Unprompted review
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Reply from The EB Partnership

Thank you for your kind review Rebecca. We pride ourselves on fully understanding a client's situation before making any recommendations. We look forward to meeting your friends and family!

Best regards,

All of us at EB Wealth

Rated 4 out of 5 stars

My first meeting

My first meeting, hopefully of many more to come.

August 21, 2017
Unprompted review
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Reply from The EB Partnership

We are pleased that our first meeting was worthy of a 4 star review. We will work hard to increase that to 5 stars over the coming months and years!

Best regards,

All of us at EB Wealth

Rated 4 out of 5 stars

I had a good experience meeting with …

I had a good experience meeting with Kai, however Tom has provided me with more practical info that helped me make a better decision.

August 14, 2017
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Thank you for your positive feedback, we are very pleased that between Kai and Tom you had all of your questions answered. Feel free to call any member of the team if you need any further advice.

Best wishes,

The EB Partnership Corporate Services Team

Rated 5 out of 5 stars

Good and adapted advice

Good and adapted advice, taking into consideration all elements of my situation

August 12, 2017
Unprompted review
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Reply from The EB Partnership

Thank you for your positive feedback, feel free to call us if you need any further advice.

Best wishes,

The EB Partnership Corporate Services Team

Rated 5 out of 5 stars

EB Partnership review

Excellent ersonal and procffesional service all emails responded to immediately all phone calls answered straight away. They have been so helpful in my pension transfers no hesitation in full unreserved recommendation

January 14, 2017
Unprompted review
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Reply from The EB Partnership

Thank you for your positive feedback, I'm glad we were able to assist!

Best wishes,

The EB Partnership Corporate Services Team

Rated 5 out of 5 stars

Friendly and professional advice to guide us through auto-enrolment

The EB Partnership have been invaluable in helping us set up a workplace pension scheme to meet our auto-enrolment duties. From the start Neil was friendly, professional and knowledgeable. He was able to guide us through what seemed like a very daunting process with clear advice. After taking the time to get to know our business and listen to our requirements he was able to recommend the best scheme for us from a great provider. The scheme has been up and running for a few months now and the whole process has been as smooth and painless as I could have hoped. I would thoroughly recommend the EB partnership.

January 9, 2017
Unprompted review
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Reply from The EB Partnership

Many thanks for the feedback. It is so great to hear when our hard work results in such a positive customer experience.

Best regards,

The EB Partnership Corporate Services Team

Rated 5 out of 5 stars

Very Happy with the Advice and the Service

I have ben using the EB partnership since the were initially engaged as a service through my employer. I now engage with them privately. I have been very happy with the information, advice and rationale given around my investment choices. My portfolio has continually grown, and will hopefully leave me in the position that I can retire early!

April 19, 2016
Unprompted review
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Reply from The EB Partnership

Thank you for your positive feedback. We are glad that you are happy with our advice and the ongoing service we provide.

Best Regards,

The EB Wealth Management Team

Rated 5 out of 5 stars

Effortless Interaction

My requirements were treated with great efficiency and consideration for which I am grateful.

April 18, 2016
Unprompted review
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Reply from The EB Partnership

Thank you Barry for your review. It's great to hear that you are happy with our service.

Best Regards,

The EB Partnership Wealth Management Team

Rated 5 out of 5 stars

great advice

informed and helpful advice, clear and timely

April 5, 2016
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Thank you Rob for your positive feedback. We're glad that you have found our advice helpful and clear.

Best Regards,

The EB Partnership Wealth Management Team

Rated 5 out of 5 stars

professional, personal and trustworthy!

Great service and response from all staff. A pleasure to do business with and I also felt that they genuinely had my best interests at heart.

April 2, 2016
Unprompted review
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Reply from The EB Partnership

Thank you for such a positive review Steve. It's great to hear that you are happy with our service.

Best regards,
The EB Partnership Wealth Management Team

Rated 5 out of 5 stars

Pension Advice

The advice given has been honest & thorough. They have also operated the recommended products & made decisions that fit with my requirements to increase the value of my SIPP.

January 12, 2016
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Thank you Keith for your feedback. We are glad that you are happy with our advice and the ongoing service we provide.

Best regards,

The EB Partnership Wealth Management Team

Rated 5 out of 5 stars

A professional firm who you can trust with your money

Very honest and open with advice. Keeps things simple and abreast with market developments. Up-to-date and quick to react when your money needs re-investing. Good people and I'm comfortable trusting them with my retirement funds.

January 11, 2016
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Thank you Peter for your review. It's great to hear your positive feedback!

Best regards,
The EB Partnership Wealth Management Team

Rated 4 out of 5 stars

Early days

I only appointed EB about 6 months ago so it is too early to make definitive judgments. However, so far so good. Everything has been handled quickly and professionally and I have been able to make decisions on investments based on good advice.

December 11, 2015
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Thank you David for your feedback. We are pleased that you are happy with our service so far and look forward to working with you for many more months and years!

Best regards,
The EB Partnership Wealth Management Team

Rated 5 out of 5 stars

Honest, accessible and highly professional.

Charlie and Kai have helped me with my pensions (predominantly) arrangements since I got to know them whilst working at a former employer of mine.

They're based in London and I, Leeds - the only reason I've 'stayed' with them for all this time is because I trust them, simple as that.

December 10, 2015
Unprompted review
The EB Partnership logo

Reply from The EB Partnership

Thank you Gavin for your review. We look forward to continuing to help you over the years to come.

Best regards,
The EB Partnership Wealth Management Team

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