Qualifications

  • Diploma in Financial Planning
  • Member of the Personal Finance Society

Hannah Henderson

Paraplanner

Likes

  • My family and friends
  • Tea
  • Chocolate
  • Snow
  • Holidays

Dislikes

  • Spiders
  • Cruelty (to people or animals!)
  • Lies
  • Goat’s cheese
  • Autumn (because all the spiders come into the house!)

Hannah Henderson

Paraplanner

Professionally

Hannah has been with EBS since 2010. In her role as a paraplanner, she’s responsible for drafting advice and annual suitability reports for the financial planners. Her day-to-day activities can include comparing clients’ existing funds with potential funds, managing cash accounts within SIPPs or bonds in line with the client’s agreement, and processing new business.

Personally

Hannah lives with her husband and their two children, and together they’ll often enjoy days out to the park or for picnics. Hannah enjoys swimming regularly.

More about Hannah

On an ideal weekend, you can find me:

At home with my husband and two children

My favourite holiday destination is:

Mexico

When the dessert menu arrives, I’m looking for:

Sticky toffee pudding

The first album I bought was:

Spice Girls

The three people at my dream dinner party would be:

David Attenborough, Alan Carr & Leonardo DiCaprio

If I could turn any activity into an Olympic sport, I would win a medal in:

Ironing – because I feel like I spend my whole life ironing!

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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