WELCOME TO EXECUTIVE BENEFIT SERVICES (U.K.) LTD.
CREATIVE PLANNING MADE SIMPLE.
We are Independent advisers, providing advice across the whole of the market. This means we are unbiased in terms of advice given.
We are committed to clear and finite costs for you.
Most of our business is built on repeat and referral which means our
clients continue to do business with us and they recommend us to family
and friends. See what our clients say about
The main body of our client base comprises of Owners/Managers of Businesses. However we also look after many professionals i.e. Accountants, Doctors, Dentists.
We look after £100 million of our client’s wealth, through pensions, investments and Trust investments.
We offer a range of options for you, from task based
advisory services to full holistic
We offer advice on:-
• Access to Discretionary
• Estate Planning
• Income Protection
• Investments, including ISAs and Saving Plans
• Life and Health Cover
• Long Term
• Self Invested Personal Pensions (SIPPs)
Self Administered Schemes (SSAS)
If you choose our active service, we are pro-active in our approach,
alerting you to market and financial events which may impact you.
Our Theory is simple...
We offer advice by putting ourselves in your shoes and doing what we would do in your situation, knowing what we know.
Executive Benefit Services (U.K.) Ltd. is Authorised and Regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register) under reference 134459.
The Financial Conduct Authority does not regulate tax or trust advice and some aspects of Auto - enrolment.
Executive Benefit Services (U.K.) Ltd: Registered in Scotland: EBS House, 25 Hope Street, Lanark ML11 7NE: Company No SC054039.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.