Financial Advice for Clergy Pension Scheme Members
We have selected Ecclesiastical Financial Advisory Services (EFAS) to be our dedicated partner to offer you expert financial advice.
This new member benefit is available for you to access clear, trusted financial advice tailored to your needs.
EFAS are independent financial advisers, providing advice and guidance across the whole of the financial services market. This means that you can access friendly, impartial advice based on what is right for you and not tied to a limited range of products or providers.
Some of you may already recognise EFAS from events we have previously arranged across the province. They have extensive experience and insight into supporting clergy and they understand the unique financial considerations you may face. Their team is also familiar with our pension arrangements, enabling them to offer advice that reflects your individual circumstances.
EFAS main service benefits at a glance
- Independent regulated advice from across the whole of the financial market
- Specialist expertise in supporting clergy
- In-depth knowledge of our pension schemes
- Personalised advice & guidance tailored to your life stage and future goals
- Focus on your long-term financial wellbeing including retirement planning and mortgage advice (specialising in arranging mortgages for those living in job related accommodation)
- Exclusive discounted rates for our members
Find out more about EFAS
To find out more or to arrange a conversation (without any initial cost or obligation):
Visit: www.ecclesiastical.co.uk/rbcw
Phone: 0800 107 0190
Email: getadvice@ecclesiastical.com
(Please quote ref: ‘RBCW26’ when contacting EFAS)
