Client Review Executive

Likes

  • Christmas – everything about it!
  • Halloween – decorating my home and scaring the children
  • TikTok, not that I do it very well!
  • Holidays
  • Cooking

Dislikes

  • Bad manners
  • Bullying
  • Burnt toast
  • Food explosions in the microwave

Client Review Executive

Professionally

As one of our Client Review Executives, Lesa is responsible for everything from preparing annual reviews to updating our IT systems, as well as helping to keep the office in good spirits.

She’s been a part of the EBS team for many years now – so much so that she can often recognise a client’s voice on the other end of the phone before they even say their name!

Personally

Lesa is married to James, has a son called Blair and a dog called Dixie Doodle. Life revolves around her family, and big Sunday dinners are a weekly event! Lesa is also the team secretary for her son’s U19s football team, which keeps her busy.

More about Lesa

On an ideal weekend, you can find me:

At the side of the pitch cheering on my son’s football team, going out for dinner and entertaining family and friends

My favourite holiday destination is:

Las Vegas

My favourite song to play in the car is:

Snow Patrol – Chasing Cars

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

Elizabeth Kean from Blacklist

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

Talking!

The three small things that make my day better are:

A thank-you, a laugh and a cuddle from my dog.

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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