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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 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.
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 a Fellow of the Personal Finance Society. In August 2018, Claire joined the EBS Board of Directors.
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 joined EBS in January 2010 and achieved her Level 4 Diploma in Financial Planning in March 2019.
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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