Providing family-focused financial advice across the UK since 1973

Let's plan!

As family wealth planning experts, we know how important it is for you and your loved ones to feel supported throughout life’s journey. That’s why we’re dedicated to providing family-focused financial services to enable you to live life to the full.

Executive Benefit Services was established in 1973, and we’ve been a guiding hand for more than 40 years. Now more commonly known as EBS, we continue to provide tailored, personal financial advice to people in Scotland and across the whole of the UK.

Who we work with

Preparing for retirement

If you’re approaching retirement, you may be starting to think about what life will look like after you finish working. We’ll help shine a light on the future.
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In retirement

Your retirement years should be celebrated. We’ll help make sure you have enough to make the most of them.
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Divorcees

If you’re looking for financial advice during a divorce, we can provide a specialist, empathetic service.
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Professional connections

Our professional connections with solicitors, accountants and fund managers help provide clients with a comprehensive, focused service.
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Business owners

As business owners ourselves, we know how difficult it can be to address your long-term financial planning needs. We’re here to help you realign your focus.
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What our clients say

I would like to thank EBS and their staff for providing an excellent service, making the minefield of my various pensions seem like an easy task and for keeping me updated on the progress. I would not hesitate in recommending them to anyone looking for pension advice.

Trust and expertise were my key needs for re-establishing my financial portfolio following a divorce. The replacement life cover and complete evaluation of my pension goals were perfectly designed and implemented to suit my changed circumstances. Well done EBS!

Honest and comprehensive financial advice given with no pressure to buy any products. Reasonable fees for advice and ongoing costs. Very happy with the services given.

Many thanks for taking so much time to meet and discuss our retirement funding plans with us yesterday. The detail of the analysis was very impressive, and you and your staff are to be congratulated on a very professional job.

Our grateful acknowledgements are due for the advice and support proffered by the EBS team and everyone we met at entry, all very courteous, personable and a pleasure to meet.

The ‘Portfolio Report’ that EBS offers has made understanding and managing the family budget so much simpler. It gives a detailed summary and breakdown of our overall financial position, which is so helpful when cross-referencing it.

FR, Lanark

JS, Glasgow

IM, Dunbartonshire

RS, Biggar

BW, Skelmorie

MP, Glasgow

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