Qualifications

  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Award in Long Term Care Insurance

Chartered Financial Planner

Chartered status demonstrates one of the highest levels of professionalism for financial planners, and is a signal of being top of their field. To achieve Chartered status a professional must show:
  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • An adherence to ethical conduct

Fellow of the Personal Finance Society

As a fellow of the Personal Finance Society, a planner has proven their knowledge, technical capability and commitment to ongoing professional development.

Claire Thomson

Director

Chartered Financial Planner

Likes

  • A clean, tidy house
  • My dinner made for me
  • A log fire
  • Sound of the rain outside when inside and dry
  • Cups of tea!

Dislikes

  • Emptying the dishwasher
  • Dark mornings
  • Slush – love snow but not the horrible wet melting bit in between
  • A disappointing book
  • Bullies

Claire Thomson

Director

Chartered Financial Planner

Professionally

As a Director and Chartered Financial Planner, Claire’s focus has always been firmly on helping her clients. She works with people to help them understand more about their financial situation, solve their problems and effectively plan for the future.

Claire started her career in the industry back in 2000, after obtaining an honours degree in Financial Services. She achieved Chartered status in 2006 and Fellowship in 2019.

Personally

When not working, Claire is a mum! She has two young children, and her spare time revolves around them. She enjoys getting outside with the kids and exploring, whether that’s walking, biking, or taking the family campervan out to explore new places. She also loves spending time with friends and family, believing there’s nothing better than a good chat over cups of tea (or gin!)

Importantly

It’s important to always verify the credentials of your financial planner before choosing to work together. You can find Claire’s below.

View Claire’s SPS
View Claire’s entry on the FCA register.

More about Claire

On an ideal weekend, you can find me:

Away on a family adventure in our campervan

My favourite holiday destination is:

Fiji

My favourite song to play in the car is:

Normally the radio

The first album I bought was:

Kylie

If I could be any fictional character, I would be:

James Bond – although the much better female version!

The three qualities that draw me to new people are:

Eye contact, smiling and honesty

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.

FR, Lanark

JS, Glasgow

IM, Dunbartonshire

RS, Biggar

BW, Skelmorie

MP, Glasgow

Get in touch

    How would you like to be contacted?

    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.