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.

We are delighted that we have achieved corporate Chartered status from the Chartered Insurance Institute. You can find out more about what this means here: Why we’re different

Who we work with

Planning for retirement

Whether you are planning for, or approaching, retirement, you may be starting to think about what life will look like after you finish working. We’ll help you 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.

Thank you for your very comprehensive letter and schedules.... I must reiterate my thanks for all you have done for me.

Many thanks indeed to you and EBS for doing your very best for me. I know I am in safe hands with you. It really is very much appreciated!

I would also like to thank you all for the work in getting this organised for us. I know it has not been easy but I really appreciate it all.

FR, Lanark

JS, Glasgow

IM, Dunbartonshire

RS, Biggar

BW, Skelmorie

MP, Glasgow

BA, Salisbury

MR, Glasgow

NM, Glasgow

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