Our Approach

We have been providing telephone-based independent financial advice, to many thousands of individuals and families since 2007. Having swift and unimpeded access to expert advice over the telephone saves our clients’ money and is easier than setting up meetings.

Another point of difference between us and traditional financial advisors is our use of technology. By automating as many manual processes as possible, we can keep our costs, and our fees, down. But we do know that clients value the personal touch as much as they appreciate value for money.

SCHEDULE YOUR INTRODUCTORY CALL

Once you become a client of E & G, you will have a team of two you can talk to whenever you need advice on any aspect of personal financial planning.

What you can expect of us—we will:

  • Use our knowledge and experience to set out a vision of your financial future
  • Help you understand the significance of long term matters such as retirement and estate planning, rather than focusing only on short and medium term issues
  • Reveal options which you may not have thought about
  • Identify, clarify and prioritise your financial objectives
  • Understand your attitude to financial risk and reward
  • Keep you informed of any changes that might positively or negatively affect your interests