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.

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.

FR, Lanark

Get in touch

    How would you like to be contacted?

    I have read and agree to the Privacy Policy.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to being contacted by us.
    EBS
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

     

    For more information, please view our Privacy Policy.