Qualifications

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

Sarah Summers

Paraplanner

Likes

  • Animals
  • Plants
  • Books
  • Vinyl records
  • Seeing new countries

Dislikes

  • Cruelty to animals
  • The sun!
  • Kindles
  • Clutter
  • Having my picture taken

Sarah Summers

Paraplanner

Professionally

Sarah joined EBS in 2012, going on to become a Paraplanner with us. She received her Diploma in Financial Planning in December 2016 after sitting nine exams.

Personally

Sarah lives with her husband and Mini Schnauzer, Ralf. She enjoys playing the piano, walking in the country, baking and reading. She enjoys history and is currently studying for her degree.

More about Sarah

On an ideal weekend, you can find me:

On a big walk and a picnic with my husband and Ralf. Or watching re-runs of Only Fools & Horses!

My favourite holiday destination is:

Somewhere cold!

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

Skipping (with ropes, not just skipping down the street!)

If I could be any fictional character I would be:

Indiana Jones

My pet peeve is:

Buying birthday cards on behalf of other people

When the dessert menu arrives I’m looking for:

Banoffee pie or cheesecake

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

Get in touch

    How would you like to be contacted?

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.