Preparing for retirement

As you approach your retirement, you’ll likely want to ensure your hard work over the years has paid off. You might have a number of questions or concerns for the future: “Will I have enough to retire at the age I want to?” “Will I be able to afford the same lifestyle I have now?” “Will everything be ok?”

We’re here to help pave the way to the retirement you want and deserve. By putting together a comprehensive financial plan, we’ll work to understand your goals and aspirations for the later years, and make the recommendations to ensure they’re attainable. We’ll explore your options for passing on your wealth, should you wish to do so when the time comes, making sure your loved ones get more of what you intend.

Most of all, we’ll be here to let you know it’ll all be ok. Because whatever your circumstances, and whatever the future holds, our focus remains the same: it’s your retirement, your way.

Your retirement, your way

Here’s how we can help…

Understanding what you have

Many people have spent their working lives unsure of their assets and what they have. We’ll pull together a vision of your current financial position, as well as identify any gaps.

Retirement on your terms

We’ll help put in place a plan for securing the retirement you want. That includes how soon it happens, the lifestyle you’d like and whether you’d prefer a more phased retirement.

Achieving your goals

Preparing for retirement can mean planning all the things you dreamed of! Whether it’s taking time to travel or just living life without financial worry, we can help turn goals into achievements.

Protecting your family

It can be a weight off your shoulders knowing your loved ones are taken care of. We’ll help you protect the important things, from life and critical illness cover to safeguarding your income.

Peace of mind for the future

Most importantly, we aim to provide you with the peace of mind and security to go forward in life, confident that your finances are taken care of no matter what comes your way.

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.

FR, Lanark

JS, Glasgow

IM, Dunbartonshire

RS, Biggar

BW, Skelmorie

MP, Glasgow

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