EBS | Family focused financial advice in Scotland

Community

Giving back is an important part of what we do, and we pride ourselves on regularly working with the local community.

Take a look at just some of the ways we’ve helped to support others.

Kirkfield United

We helped a local football team, who are part of Kirkfield United, obtain new strips for the players. They bring boys (and girls) together to play football in the local area, and also play in leagues across the country.

Rotary Club of Lanark

Val is a member of the Rotary Club of Lanark that is actively involved in improving the lives of those less fortunate both locally and internationally as well as helping to improve the local town amenities and ambience. The club is also very involved in the push to end polio around the world.

Local schools

We regularly get involved with some of the local schools in our area, opening our office for educational visits.

We have visited primary school pupils and staff as part of Maths Week, to demonstrate how maths can be used both in the world of work and in everyday life.

We also take part in presentations and careers events at local high schools, around possible careers within financial services.

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

Get in touch

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