Blogs

Guide: Everything you need to know about annuities when creating a retirement income

Guides

January 30th 2024

Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

Guides

Tax Year End Planning

January 9th 2024

Autumn Statement: November 2023

Budget Updates

News

December 18th 2023

Investment market update November 2023

Investments

News

December 13th 2023

Why joining the “5 am club” could boost your productivity and wellbeing

News

Something different

December 13th 2023

5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

Inheritance Tax / Estate Planning

News

Tax Year End Planning

December 13th 2023

Cost vs value: What’s the difference when you’re making a financial plan?

Financial Wellbeing

Inheritance Tax / Estate Planning

Investments

News

Retirement planning

December 13th 2023

2 Autumn Statement announcements you may have missed that could simplify your finances

Investments

News

Retirement planning

December 13th 2023

The number of pension savers risking a charge by exceeding the Annual Allowance soars 20%

News

Retirement planning

Tax Year End Planning

December 13th 2023

Guide: 10 incredible destinations to add to your bucket list

Guides

Something different

November 27th 2023

Investment market update: August 2023

Investments

News

September 12th 2023

7 useful tips for embracing the circular economy at home

News

Something different

September 12th 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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