Executive Benefit Services (U.K.) Ltd - Telephone 01555 678900

Meet the Team

We are a small team of highly qualified professions. Both of our financial planners have chartered status which means we are qualified to deliver complex technical advice and we are supported by a team who provide the highest standard of service to our clients.

 

Valerie BarrValerie Barr
Chartered Financial Planner
Managing Director

Valerie joined EBS as Managing Director in January 2011 after 10 years with Barclays Wealth. Valerie has a degree in Marketing with French and Spanish from the University of Strathclyde but chose Finance as her career and has worked in the Finance Industry since 1998. She is a Chartered Financial Planner, holding specialist qualifications in pensions and trust planning. She is also an Associate member of the Personal Finance Society.
Chartered

 

Claire ThomsonClaire Thomson
Chartered Financial Planner
Director

Claire joined EBS in January 2018 after 17 years with a firm of independent financial advisers. Claire has a degree in Financial Services and joined the industry when she graduated in 2000. She is a Chartered Financial Planner and an Associate member of the Personal Finance Society. In August 2018, Claire joined the EBS Board of Directors.

Chartered

 

Jennifer MalcolmJennifer Malcolm
Compliance Manager

Jennifer joined EBS in November 2010, following 5 years with Barclays Wealth. Jennifer started her career within Financial Services in 1998 and has experience within various parts of the industry. She completed her Diploma in Financial Planning in 2011.

 

Hannah HendersonHannah Henderson
Paraplanner

Hannah joined EBS in January 2010 and achieved her Level 4 Diploma in Financial Planning in March 2019.

 

Sarah FergusonSarah Ferguson
Paraplanner

Sarah joined EBS in June 2012 and achieved her Level 4 Diploma in Financial Planning in December 2016.

 

Jamie LeslieJamie Leslie
Client Support Executive


Jamie joined EBS in July 2017 and is studying towards his Diploma in Financial Planning. Jamie joined us from a Financial Services product provider.

 

Abby FyfeAbby Fyfe
Client Review Executive


Abby joined EBS in September 2018. Abby has built her financial services experience when working within financial services in Dubai.

 

Lesa WeirLesa Weir
Client Review Executive


Lesa joined EBS in 2002. Lesa provides administrative support within the company.

 

Heather StorrarHeather Storrar
Client Review Executive


Heather joined EBS in June 2018. Heather has a wide range of financial services experience from working with a product provider and financial adviser firms.

 

Shona MartinShona Martin
Group Financial Controller


Shona joined EBS in March 2014 and is the Group Financial Controller.

 

Rachel ColliganRachel Colligan
Administrator


Rachel joined EBS in July 2018 to provide administrative support to the EBS Team.

House

Contact Us
Executive Benefit Services (U.K.) Ltd
EBS House
25 Hope Street
Lanark
ML11 7NE

t:    01555 678900
f:    01555 678910
e:    mail@ebsuk.com



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Executive Benefit Services (U.K.) Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 134459

Executive Benefit Services (U.K.) Ltd is registered in Scotland (Registered Number 54039) at EBS House, 25 Hope Street, Lanark, ML11 7NE.

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