cre8 wealth management is a founding member of EBIS (Evidence Based Investment Solutions Group). EBIS is a UK network of 8 independent financial adviser firms that advise on significant assets on behalf of their clients.
Members of the group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
The 8 EBIS members share a common philosophy about investing and client service; a commitment to passive, tax- managed investment strategies while providing an independent financial planning solution for investors.
Our membership in EBIS benefits our clients because it commits cre8 wealth management to:
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Serve as a provider of quality investment solutions with real value;
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Disclose all relevant information;
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Place the client first, as is our fiduciary responsibility;
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Maintain independence against all outside commercial or personal influences; and
- Subjugate all other goals to the needs of the client.
Click here to find out how the business philosophy of Ebis works