Executive Benefit Services (Uk) Limited

Independent Financial Adviser E B S, 25 Hope Street, South Lanarkshire, Lanark, ML11 7NE
FCA verified
15th July 2019
Creative Planning Made Simple
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Valerie Barr APFS, Chartered Financial Planner
Managing Director
Where to find us

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

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.

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

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