About The Review Business
The Review Business is the trading name of EGB Financial Ltd, an independent financial advice firm based in Derby. We advise clients by telephone across the UK, with online and face-to-face meetings available by arrangement.
Arrange an initial consultation ↗︎No charge for the initial consultation. No obligation to proceed.
What the advice is for
Your fee pays for a personal recommendation and the work behind it. We assess your existing pension benefits, income needs, access to money, tax position and capacity for loss before recommending an approach.
You receive a written recommendation explaining what we propose, why it fits your circumstances, the alternatives, costs and risks. We carry out the implementation agreed in your quote. Ongoing advice, where agreed, is a separate service.
You may want help planning retirement, reviewing another pension, investing an inheritance or connecting your business with your personal plans.
What the work costs and what it covers ↗︎The people behind your advice
Our advisers bring professional financial-planning qualifications to your personal decisions.
Your plan is looked after by The Review Business, not by one person alone. If your usual adviser is away, on leave or retires, another qualified adviser here picks up your file, so your advice and reviews carry on.
Financial adviser
Leanne advises on pensions and investments, including reviews of existing arrangements.
CII Level 4 Diploma in Regulated Financial Planning
Leanne also holds the CII Level 4 Diploma in Financial Planning and the LIBF Certificate in Mortgage Advice and Practice.
Financial adviser
Jayden advises on pensions and retail investments, including annual reviews of existing arrangements.
CII Level 4 Diploma in Regulated Financial Planning
Your recommendation is supported by the firm’s advice process and compliance oversight.
Harrison D Stewart, Director and Compliance Manager, oversees the firm’s advice processes and compliance. Ian Stewart is a Director of EGB Financial Ltd.
Public feedback
Read the reviews posted on our Google business listing alongside the services, qualifications and fees explained here.
View our Google listing and reviews ↗︎Clear boundaries
Your initial consultation is at no charge and carries no obligation. Before paid work starts, we agree the scope, fee and payment stages. Ongoing advice is a separate service, if suitable and agreed. Existing clients’ agreements and work already paid for are taken into account.
There is no general minimum portfolio size. We consider the work needed and whether the service represents value for you.
Discuss the advice you need ↗︎