Qualifications

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

Compliance Manager

Likes

  • Being outdoors, forest or sea
  • Yoga
  • Gardening
  • Spontaneous days out
  • Gin!

Dislikes

  • Spin classes
  • Ignorance/Intolerance
  • Reality TV
  • Politics
  • Fishy fish

Compliance Manager

Professionally

Jen has been in the financial services industry since 1998, having worked in various roles across banking and financial planning (investments and pensions). At EBS she is responsible for looking after documentation, processes and procedures, ensuring that these meet or exceed the standards set by our regulator, the FCA.

Personally

Jen is married with a young son and a Lab/Retriever cross called Ceilidh – they keep her busy! Outside of work she enjoys the outdoors – paddle boarding, mountain biking and walking (the muddier the better!) – reading and spending time with friends.

More about Jen

On an ideal weekend, you can find me:

In the forest, or on/in the sea!

My favourite holiday destination is:

Canada.

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

Anything fruity.

My pet peeve is:

Formatting in Word and Excel!!

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

Getting muddy.

The three qualities that draw me to new people are:

Love for dogs, warmth and kindness.

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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