Executive Benefit Services (Uk) Limited

Independent Financial Adviser  E B S, South Lanarkshire, Lanark, ML11 7NE
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FCA authorised
Last authorised 1st March 2021
Creative Planning Made Simple
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MRS Valerie Barr APFS, Chartered Financial Planner
Managing Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

E B S, 25 Hope Street, South Lanarkshire, Lanark, ML11 7NE

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