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

Our Services

People seek financial advice for many different reasons so it’s important that we understand you and what you want to achieve. We provide holistic financial advice for individuals, businesses and trusts on a wide range of services, including the following:

  • Financial planning: It’s important to identify what you might want to achieve and how you can do this. We can help you to identify your goals and create a plan for your finances to help you achieve them.

  • Retirement planning: It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.

  • Protection planning: Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business.

  • Estate Planning: Our Estate Planning service considers all options available to you, to reduce/meet a potential Inheritance Tax Liability.

Please note that the Financial Conduct Authority does not regulate tax advice.

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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