Client Support Executive

Likes

  • Live music & theatre
  • Seeing friends & family
  • Warm weather
  • Travelling
  • Good values

Dislikes

  • Rudeness
  • Tailgaters
  • Lies
  • Phones at dinner tables
  • Football

Client Support Executive

Professionally

Sarah is our Client Support Executive.  She has a background in financial services, her role at EBS involves supporting the Paraplanners and assisting the Client Review Team.

Personally

Having recently bought a house with her husband, which needs a lot of work, Sarah spends her spare time doing a lot of DIY!  Aside from this she enjoys walking, board games, skiing, playing piano and guitar.

More about Sarah

My favourite song to play in the car is:

Deep Purple – Highway Star

The three qualities that draw me to new people are:

Kind, Cheerful, Honesty

The best gift I’ve ever received is:

Piano

The three small things that make my day better are:

Sunshine, a smile, a bad joke

Three things I haven’t done so far include:

Owned a pet, North 500, New York

My pet peeve is:

Scams

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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