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Money Advice For You

Helping you look ahead


What does a good Money Advice Meeting involve?

A good Money Advice meeting looks at today, your desired tomorrow and shows you how to get there. Your EBS Money Adviser will help you use this as:

  • An opportunity to discuss what your financial goals are and provide achievable solutions to help you reach these
  • Assess your current financial health by examining your assets and liabilities, income and outgoings, insurance, savings and investments.
  • Identify any gaps in your financial circumstances, such as pension, income protection or savings needs
  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
  • Over time, work with you to revise your plan to accommodate changing goals, changing personal circumstances, and changing financial opportunities
  • Our financial needs change over time so we advise our customers to review their financial situation once a year.

Book a "Money Advice For You" meeting

What do I need to bring to a "Money Advice For You" meeting?

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