Why we’re different

Choosing to work with a financial planning firm is an important decision, and we want to ensure it’s the right one for you. Here are just some of the reasons why we think we’re often a great match.


Our advice is multi-generational

It’s very much a family affair when you work with us. We care about the people close to you just as you do, and it’s not uncommon for us to help multiple generations within the same family, often spanning decades!

We’re relationship-focused

We take these things personally. That means going beyond the financial issues to connect on an emotional level, always making sure our empathy shines through – whether it’s in person, on the phone or via video call.

We make things easy

Understanding your financial situation can be a complex process – so we’re committed to making it as simple as possible. Our ‘capital schedule’ is a great example of this: a one-page summary of your net worth that makes it easier than ever to plan your next steps.

We’re real financial planners

We put people before products and look at the bigger picture. As financial planners, we focus on you; your hopes and dreams, your challenges and your needs. Only once we’ve got a deep understanding of that, do we make financial recommendations.

Our planners have achieved Chartered status

Both Claire and Val are Chartered Financial Planners and Fellows of the CII. This status represents one of the highest standards in the profession, and demonstrates that you’re working with someone who has proven technical and ethical excellence.

We’re independent

As an independent firm, we’re not limited as to the kind of products and advice we can give. We have the freedom of the full market, which means we can truly find the best options to suit your circumstances.

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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