Professional connections

If you’re a legal professional, accountant or a fund manager, you’ll know that there can be a fair amount of overlap in terms of addressing your clients’ needs. After all, not all problems fit into the same box, and many solutions require complex financial decision-making.

As a professional connection, we’re best placed to work in conjunction with your firm or practice to deliver a comprehensive, totally tailored service that your clients will recommend and return for. Our multi-disciplinary and joined-up approach means a smoother, more-focused service that helps to ease your workload while amplifying the client experience.

We’ve been the trusted partners of many businesses and individuals across the UK, and our consistently excellent service means you can have confidence in referring your clients to us.

Provide a service your clients will recommend and return for

Here’s how we can help…

Direct, rich experience

We have a long history of building successful relationships with professional connections and introducers. We understand the processes involved and can help take some of the strain.

A simplified, joined-up approach

Things work better when they’re aligned. That’s why we apply a fully joined-up approach to our process, ensuring both you and your clients are always in the know.

Empathetic divorce advice

We have a lot of experience in working with clients who are seeking financial advice in a divorce, and can often help bring about a clear, amicable conclusion for the parties involved.

Estate planning services

We can help you help your clients who need expert advice with regards to passing their wealth down through generations, including issues regarding Inheritance Tax planning.

A better client experience

By working in conjunction with you, we can provide a service that not only meets the highest needs of your clients, but reflects well on your business as a whole.

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

Get in touch

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