Executive Financial Planning - About Us


About Us:

Executive Financial Planning (EFP) was established in October 1992 by David Webb, initially in Marlborough, Wiltshire.

The company moved to Highworth in January 1994 and has continued to operate from the same address ever since

We have 5 experienced advisers with over 150 years experience of the industry and 2 very experienced administrators.

Our 2 Pension and Investment advisers are fully Diploma qualified and we have 3 qualified mortgage advisers.

This allows us to achieve our stated aim to provide genuinely independent high quality advice on a wide range of business and personal financial situations.

We back this aim up with access to the most up to date systems available to the industry, some of which you can see on our links page. This allows us to make the most appropriate recommendations for your situation.

We are remunerated in 2 ways.

We can agree a fee structure with you for the initial advice we give and for the ongoing servicing of your portfolio with us, these fees can be paid by you, or deducted from your product.

Some protection products operate a commissions structure which will be paid to us by the provider.

These options are clearly set out in our Keyfacts document which will be discussed in detail at our first meeting. The first meeting will not be charged for.