Employee Benefits Partnership Ltd & EBP Financial Planning
EB
Financial Advisors
Employee Benefits Partnership Ltd & EBP Financial Planning
Unit 8, Wokingham RG41 2AD
# Business Description
Employee Benefits Partnership Ltd operates two complementary financial services divisions from Wokingham. Their corporate arm advises employers on pension automatic enrolment compliance and employee benefits strategy, whilst EBP Financial Planning provides bespoke personal financial planning to individuals.
Founded in 2012 by Iain Henshall, Martin McEvoy and Neil McCormack, the firm emerged from a national advisory practice's exit from corporate advice. This heritage gives them deep expertise in employer-led financial services. The business expanded into individual financial planning in 2015, bringing Jonathan and Karen Walsh in-house—advisers they had been referring clients to since inception. This organic growth model, predominantly through referrals and professional recommendations, reflects their relationship-focused approach.
What distinguishes EBP is their absolute independence. Wholly owned by founding members, they operate free from institutional influence. They explicitly reject soft commissions from insurance companies and refuse ties to banks, private equity or other financial services organisations. This structural independence underpins their advisory integrity.
Jonathan Walsh, a Chartered Financial Planner (FPFS) and Fellow of the Personal Finance Society with 40 years' industry experience, leads their financial planning division. He ranks among the UK's top 250 advisers on Vouched For. Karen Walsh provides comprehensive administrative and pensions expertise developed across major insurers and independent practices since 1994.
Direct FCA authorisation and regulation—with biannual reporting and inspection rights—ensures transparent accountability. Their client-centric philosophy prioritises individual needs over product placement or corporate incentives.
Employee Benefits Partnership Ltd operates two complementary financial services divisions from Wokingham. Their corporate arm advises employers on pension automatic enrolment compliance and employee benefits strategy, whilst EBP Financial Planning provides bespoke personal financial planning to individuals.
Founded in 2012 by Iain Henshall, Martin McEvoy and Neil McCormack, the firm emerged from a national advisory practice's exit from corporate advice. This heritage gives them deep expertise in employer-led financial services. The business expanded into individual financial planning in 2015, bringing Jonathan and Karen Walsh in-house—advisers they had been referring clients to since inception. This organic growth model, predominantly through referrals and professional recommendations, reflects their relationship-focused approach.
What distinguishes EBP is their absolute independence. Wholly owned by founding members, they operate free from institutional influence. They explicitly reject soft commissions from insurance companies and refuse ties to banks, private equity or other financial services organisations. This structural independence underpins their advisory integrity.
Jonathan Walsh, a Chartered Financial Planner (FPFS) and Fellow of the Personal Finance Society with 40 years' industry experience, leads their financial planning division. He ranks among the UK's top 250 advisers on Vouched For. Karen Walsh provides comprehensive administrative and pensions expertise developed across major insurers and independent practices since 1994.
Direct FCA authorisation and regulation—with biannual reporting and inspection rights—ensures transparent accountability. Their client-centric philosophy prioritises individual needs over product placement or corporate incentives.
Services offered
Pension automatic enrolment complianceCorporate employee benefits consultingPersonal financial planningPensions adviceInvestment planningRetirement planningLife assurance reviewEstate planning