We take everything you've got and turn it into one clear plan.
Most people don't need more products. They need everything they already have to start working together — and a clear plan for what to fix first. We guide you through the decisions, clearly and in order, so you can move forward with confidence.
The questions people usually arrive with
- Can I actually retire when I think I can?
- Are my pensions and investments actually working together?
- What should I fix first?
The problem
Where people usually get stuck.
This is what we see every week. Good finances. No joined-up plan.
Pensions scattered across old providers
Multiple plans, hidden charges, no clear view of what any of it will actually deliver at retirement.
Cash and investments with no clear role
Money sitting idle or spread across accounts with no link back to retirement, tax efficiency or family goals.
Protection that no longer matches real life
Life cover missing, income protection outdated, employer benefits misunderstood — no proper safety net.
Mortgage and long-term planning handled separately
A cheap rate can still be the wrong answer if it fights the wider plan or ignores retirement timing.
How we sort it
If any of that sounds familiar, you don't need more information. You need someone to take this off your plate.
Why clients stay
One firm handling the whole picture.
Everything is handled as one plan — not separate decisions. That's why clients stay.
Most people don't need another product. They need everything working together properly.
Everything connected
Pensions, investments, protection, mortgages — we don't advise on any of them in isolation. One plan. Every decision strengthens the rest.
Established and accountable
FCA authorised. Independent. Doing this properly since 2008. Firm reference 506519.
Clients stay
7,000+ clients. 1,300+ ongoing relationships. People stay because the plan keeps working as life changes.
"I finally understood what I had, what was missing, and what to do next."
Testimonials are based on individual experiences and may not be representative of all clients.
Whatever part of your financial life needs sorting, it fits into one plan.
What we cover
Guidance
The questions people ask before they speak to us.
Can I retire when I think I can?
How to think about income, timing, old pensions, and what "on track" really means.
PensionsWhat should I review before moving a pension?
Charges, features, guarantees and the planning context that shapes any consolidation decision.
WealthWhat should my cash and investments actually be doing?
Turn idle money and random accounts into a structure with a job, a timeframe and a risk level.
Common questions
Straight answers before you speak to us.
What does it cost?
The first call is free. If we can help, we explain exactly what it costs before you agree to anything. No hidden fees, no pressure.
Do I need to move all my pensions?
No. We review what you have first. If keeping something where it is makes more sense, we will tell you that.
Can you help if things are a mess?
Yes. We work with people at every stage. The messier things feel, the more useful a joined-up review becomes.
Do I need a lot of money to get advice?
No. The value of good advice is not only about the size of the pot. It is about making better decisions with whatever you have.
Get in touch
Speak to an adviser who sees the whole picture.
Tell us what needs sorting. The first conversation is free. If there is work worth doing, we explain the cost before you commit.
EGB Financial Ltd trading as The Review Business
FCA firm reference number 506519 — verify on the FCA Register
Authorised and regulated by the Financial Conduct Authority
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