about-eb-partnership.jpg
 

About The EB Partnership

Who we are and how we work with you

 

Who We Are

The EB Partnership are an independent employee benefits consultancy who provide expert advice on financial planning for businesses and their employees on areas such as pension auto-enrolment, group risk insurance, healthcare, employee benefit communication, wealth management and personal life and health cover advice and brokerage.

The company was founded by a group of experienced Independent Financial Advisers and Employee Benefits Consultants and we have been working with some of our clients for over 15 years, helping them deliver a valuable employee benefits package as well as ensuring their compliance with the ever-changing pensions landscape.

Learn more about our Directors

How We Work

We are committed to providing outstanding levels of service for our clients delivering the best possible outcomes at all times.  

We like to work closely with our clients to understand their business needs and/or personal individual circumstances.  This familiarity allows us to recommend the very best solutions from the very broad range of personal and corporate products available in the marketplace.

As a fully independent consultancy, there are few limits to the products or services we advise on, ensuring that you can deal with all of your corporate or personal requirements under the one roof.

Our Expertise

Whatever challenges companies face in terms of employee benefits provision and management as an employer in the 21st century, our team of Employee Benefits Consultants have the knowledge to provide independent advice at a corporate and individual level.

Find out how we can help with Employee Benefits

The EB Partnership also provide access to experts in the field of research, tax, investment, liability management, risk consultancy, online solutions and actuarial through our broad network of partners, so rest assured that all potential areas of financial advice can be addressed.

Find out more about our personal finance services

Our Directors

 
Charlie McCall

Charlie McCall

With over 15 years of experience of advising in the corporate sector, Charlie has a wide range of experience in delivering auto-enrolment and employee benefit solutions to clients in all sectors.
 
Charlie focuses on providing advice on the often complex pension and group risk requirements for The EB Partnership's corporate clients, together with offering a first-class service to all clients, regardless of their size and budget. In addition, Charlie is passionate about improving the financial knowledge of all employees.
 
Away from work, Charlie has a young family, but still manages to find time for playing squash, cricket and the occasional round of golf.

 
kai-tang.png

Kai Tang

Kai focuses on developing The EB Partnership's corporate strategy, service proposition and building on the firm’s established reputation for wealth management advice and services.  He ensures we continue to support our corporate and individual clients by embracing change, providing market-leading levels of service through technology and innovation.
 
He has been giving financial advice to individuals for 15 years specialising in wealth management and services for high net worth individuals for the last 10.  As an Independent Financial Adviser, he believes in giving honest advice based on solid research.
 
On a personal level, Kai is happily married and has a young daughter who has dramatically reduced the time he has for his hobbies of playing squash, occasional chess and pursuing his musical passions of playing the violin and classical guitar.

 
 

The Team

Harveen Sikka - Client Manager

Having graduated with a degree in History and Film, Harveen joined the team in November 2021. She assists in delivering an array  of employee benefits solutions to our corporate clients, as well as providing first line support to employees of our corporate clients.

In her spare time, Harveen likes to travel to different countries, try new restaurants and even makes her own fudge!

James Hayton  - Client Manager

A recent Business and Finance graduate from Bournemouth University with experience in customer service. James provides support to employees of our corporate clients.

In his spare time, he enjoys playing team sports such as football and rugby, which brings out his competitive side.

Nicky Khan - Compliance

Previously, Nicky has worked as a forensic accountant and an internal and external corporate auditor.  We are very pleased that she is now bringing her considerable experience to bear to ensure that all of our business processes continue to run smoothly and efficiently.

In her spare time, Nicky enjoys running through London’s parks and along the river as well as perfecting her yoga moves.