Blogs

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

Investments

News

Retirement planning

Tax Year End Planning

September 12th 2023

Should you take your pension tax-free lump sum to kickstart retirement?

News

Retirement planning

September 12th 2023

10 magical life and money lessons you can learn from Disney

Guides

Something different

August 30th 2023

Intergenerational wealth planning: Your options when passing on wealth to the next generation

Guides

Inheritance Tax / Estate Planning

July 28th 2023

Remortgaging: The essential steps you should take when your mortgage ends

Guides

June 28th 2023

Guide: How to manage the harmful effects of inflation on your wealth

Guides

Investments

Retirement planning

June 7th 2023

Investment market update: May 2023

Investments

News

June 6th 2023

This 1 surprising habit could cause burn out but there is a solution

News

Something different

June 6th 2023

As interest rates soar, should you remortgage your home in 2023?

News

June 6th 2023

4 essential estate planning steps you should take if your family is blended

Inheritance Tax / Estate Planning

News

June 6th 2023

Should you lock in your savings interest rate now?

Investments

News

Retirement planning

June 6th 2023

Want to retire early? Financial planning could make it a reality

Investments

News

Retirement planning

June 6th 2023

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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