About Executive Benefit Services (U.K.) Ltd
Creative planning made simple
Who are we?
- We are Independent Advisers offering advice across the whole of the market.
- We are based in Lanark, but we cover the whole of the UK, as families tend to be geographically diversified these days.
- Our Managing Director and principal adviser is a Chartered Financial Planner.
- Our advisers undertake Continuing Professional Development in order to maintain the highest standards of knowledge and therefore advice.
Valerie Barr joined EBS (U.K.) as Managing Director in January 2011 after 10 years with Barclays Wealth. Valerie has a degree in Marketing with French and Spanish from the University of Strathclyde but chose Finance as her career and has worked in the Finance Industry for nearly 20 years. She is a Chartered Financial Planner, holding specialist qualifications in pensions and trust planning. She is also an Associate member of the Personal Finance Society.
EBS (U.K.) is owned by RTB Wealth Planning Ltd.
Valerie Barr as well as being Managing Director of EBS (U.K.), Valerie is also a Chartered Financial Planner and Associate member of the Personal Finance Society.
Jennifer Malcolm manages the Business Support side of EBS (U.K.) although she has been a Paraplanner with EBS (U.K.) since November 2010, following 5 years with Barclays Wealth. Jennifer started her career within Financial Services 18 years ago and has experience within various parts of the industry. She completed her Diploma in Financial Planning in 2011 and is a Qualified member of the Personal Finance Society.
Hannah Henderson - Client Support Executive joined EBS (U.K.) in January 2010. She achieved her Level 3 Certificate in Financial Planning in November 2013 to assist her and the business in her role as an administrator. Hannah is now studying towards her Diploma in Financial Planning.
Sarah Ferguson - Client Support Executive joined EBS (U.K.) in June 2012 and achieved her Level 4 Diploma in Financial Planning in December 2016.
Christina Murphy – Client Support Executive joined EBS (U.K.) in May 2016 and is studying towards her Level 3 Certificate in Financial Planning. Christina has worked within Financial Services for over 10 years.
Jamie Leslie – Client Support Executive joined EBS (U.K.) in July 2017 and is studying towards his Diploma in Financial Planning. Jamie joined us from a Financial Services product provider.
Lesa Weir – Client Review Executive joined EBS (U.K.) in 2002. Lesa provides administrative support within the company.
Shona Martin joined EBS (U.K.) in March 2014 and is the Group Financial Controller within our Accounts Department.
What does it cost me?
Our initial meeting is free. We will offer a menu of services, from which you can choose should you wish to proceed.
What does the initial meeting involve?
It is a good idea to collect together details of your income and assets, including pensions, savings and investments to get the best from the initial meeting.
It is also worth spending some time thinking about your money goals and priorities. What is it you want to do, eg.
- Choose an annuity
- Mitigate Inheritance tax
- Set up investments for children or grandchildren
- Maximise income from your investments
We will discuss your individual needs and what you are looking for at the meeting.
We will often need to review existing investments to help us assess where you are, so recent investment and pension statements are useful to have to hand.
By the end of the meeting, we will know if we can help you and if you are happy to proceed to the recommendation stage, with an understanding of the cost involved.
What can you expect from us?
- Honest, down to earth advisers with integrity.
- Independent bespoke financial planning solutions.
- A financial partner to help make the most of your finances.
- Regular contact from us – if that is the service you choose.
- Pro-active financial planning.
You can contact us on:-
Telephone – 01555 678900
Fax – 01555 678910
Email – firstname.lastname@example.org