Founded in 1981
CREATIVE PLANNING MAD 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 and staff undertake Continuing Professional Development in order to maintain the highest standards of knowledge and therefore advice.
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.
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.
E B S, 25 Hope Street, South Lanarkshire, Lanark, ML11 7NE
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