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. Most recently we have been awarded Chartered Firm Status, one of the highest accolades to be awarded. As a Chartered firm of financial planners, 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.

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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