Open the door to your financial future

Dave HallByDave Hall

Open the door to your financial future

No one should reach the age of retirement without adequate provision for the future. 

So say Ecclesiastical Financial Advisory Services (EFAS), providers of expert, unbiased, independent financial advice for clergy, church people and PCCs.

‘Clergy, church staff and officials need reliable guidance and advice they can trust,’ said Richard Wood, director and head of EFAS. ‘We have provided independent advice about investments, pensions, savings and planning for retirement to clergy, church organisations and staff since 2009. You can have full confidence that the advice we give is impartial and concentrates on finding a suitable solution to meet your needs.’

Ecclesiastical’s fully independent advice services include:

  • pension and retirement planning advice about the clergy pension, other church pension schemes and all other plans and schemes you or your partner have from previous employers or insurance companies across the market
  • saving and investing for your future (including ethical investments and PCC funds)
  • life assurance and protection for you and your family
  • mortgage advice and specialist advice for those living in tied accommodation who want to buy a home or re-mortgage

‘I am also proud to say that EFAS were named as South West Local Mortgage Hero by NatWest for 2019 and have been nominated for the NatWest Mortgage Awards again in 2020,’ said Richard.

  • Email getadvice@ecclesiastical.com to get more information or click here.
  • Ecclesiastical will be exhibiting at CRE National 2021 (Sandown Park, Esher, Surrey, 12-14 Oct)

Please note: The value of investments (including pensions and property) can go down as well as up and you may not get back the amount invested. Your capital is at risk. Your home may be at risk if you do not keep up repayments on any mortgage secured on it.

CRE At Home

See the CRE At Home resources guide!

Our next exhibitions

CRE South West 2021
17-18 March 2021
Westpoint, Exeter

CRE National 2021
12-14 October 2021
Sandown Park, Surrey

About the author

Dave Hall

Dave Hall author