About us
Established in 1973, we have a rich history of providing multi-generational financial advice to individuals and families on their journeys to financial freedom. Based in beautiful Lanark, we help people in Scotland and across the UK reach their goals and achieve the things they always dreamed of – without financial worry. As a Chartered firm of financial planners (one of the highest accolades to be awarded) we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
We know people seek financial advice for many different reasons. That’s why we focus on building partnerships where we seek to understand you and your motivations, and from there work to support and improve your financial situation.
The EBS Cornerstones
Exceptional service stems from our pillars of excellence. We call them the EBS Cornerstones.
- Accuracy
- Respect
- Right by you
- Communication
- Understanding
Meet the team
At our core is a tight-knit group of people who truly care about our clients and each other. It’s part of the recipe for our success, and we wouldn’t change it for the world. Come and meet our team members.