Welcome to Equity & Bond Associates

Looking For A First-Class Financial Consulting Service?

What We Do For Expats

  1. Holistic Financial Planning
  2. Investment Planning
  3. Retirement planning
  4. Education planning
  5. Personal & Business Risk Planning
  6. Estate & Trust Planning

financial planning consultation
Financial Planning
Regardless of your current financial position, you should plan for your future financial objectives. Every successful individual and business will have a short, medium and long-term plan.
Retirement Planning
Accumulating wealth for the future. As an Expat you are the only one responsible! Your employer will unlikely help!
Risk Management
Risk management is intended to manage financial and other losses.
Life & Illness Insurance
Every Home Should Have One!

Our History since March 2000

1500
Number of clients
100
Millions of $ in funds under management
27
Client nationalities
50
countries Located worldwide
22
Advisers

Major awards

'The British Excellence Awards' in Kuwait for supporting the British Financial Services Industry and encouraging inward investment to the United Kingdom. The award was presented by His Royal Highness the Duke of York Prince Andrew at the British Embassy in Kuwait on the 4th March 2007.

Testimonials

“I have dealt with EBA for over 9 years now. Their advisers are professional and very knowledgeable individuals.   Before advising me and my family on our Estate Planning matters they firstly got to know our family’s current financial position in quite some detail.  Through their diligence they fully understood our wants and needs and have educated us in many ways in finances.  We will definitely recommend their companies services to our family and friends”

“I have met a number of financial planners over the years and am glad that I was referred to Equity & Bond Associates by a mutual friend.  They made me feel very comfortable due to having a professional and friendly approach.  In the past I have used a number of planners and what made them stand out was that the advice was based on sound knowledge and not sales tactics. Very happy with the companies service and will remain their client.”

“If you want a professional with sound knowledge skills and not pushy ones, then would recommend them.”

“Being British and living in the Middle East with plans to immigrate to Australia, I needed an adviser that has good knowledge of the investment and tax laws of the mentioned countries.  Their organisation had professionals that catered for such needs and fitted the criteria perfectly due to them holding relevant diplomas in the UK and Australia.”

Our skills

Our skills

Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finance. Finance Plus can provide access to a wide range of quality investments and services to pursue your financial goal.
Capital Accumulation / Income Producing Investments
100%
Expat Retirement Planning
100%
Risk Management
100%
Business Succession Planning
100%
Estate Planning
100%

We Create Value, Not Risk!

News Update

Call Us Now +442032871179
Fax +442071171807