Heather has worked in the financial services industry for nearly 20 years, and today is integral to leading our team, ensuring everyone is kept busy and that any training requirements have been looked after. As part of her role leading our Client Review team, she also ensures that all clients receive their annual and six-monthly servicing reports, in the form of our financial summaries.
While she doesn’t have any direct contact with our clients, she still feels she’s able to get to know them via handling their files – an aspect of the job she really enjoys.
Heather is a farmer’s wife and together they have two children. They enjoy life in the country and on the farm and make the most of the rare time they get together as a family. They have a touring caravan and enjoy sharing their camping adventures with great friends.
Heather is also a keen home baker and previously ran her own baking business for a period, along with baking for a tearoom.
More about Heather
On an ideal weekend, you can find me:
At home with no plans and no housework to do! Free to go anywhere we want when we want.
My favourite holiday destination is:
Anywhere near the beach
When the dessert menu arrives, I’m looking for:
A coffee. Desserts are usually a huge disappointment and I regret it afterwards!
My favourite song to play in the car is:
I usually listen to the radio! Anything apart from Dido or Duffy! Does anyone even know who they are anymore?
If I could be any fictional character, I would be:
The best gift I’ve ever received is:
My children (or a Kenwood mixer!)
The three qualities that draw me to new people are:
Easy conversation, common interests and a friendly face
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.