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

Our Process

Whether you are a new or an existing client we will always endeavour to provide you with a first-class service.

We offer independent advice. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients.

The main purpose of our first meeting is to find out about you, your financial circumstances and objectives. It is also an opportunity for you to get to know about us so that you have an understanding of what we do and how this can assist you going forward. There will be no cost to you for our first meeting. Our financial planning process can include the following:

  • An initial meeting to find out more about you (we don’t charge for this initial meeting)

  • Agreeing your financial goals and objectives

  • Establishing your attitude to and understanding of risks

  • Reviewing your current plans, investment and assets

  • Undertaking research to identify appropriate plans and solutions

  • Providing a personalised report and recommendations

  • Implementation of agreed recommendations

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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