The business has been providing independent financial advice for more than twenty years now and our staff, which number around 20, strive to deliver a professional but friendly and relaxed level of service. Most of us have trained and worked in sizeable financial institutions but joined EBS to offer a more personal service with like-minded individuals.

We enjoy working with a wide range of people and organisations, some recent analysis tells us that a large proportion of our business comes from the skilled-manufacturing and IT sectors. More importantly, our clients are looking for a personal approach designed to simplify financial matters and keep paperwork to a minimum. These people and organisations tell us that they find more traditional advisers to be a little formal and even intimidating but the EBS approach is open, relaxed and easy to understand.

We are equally happy to work on a fee, commission or blended approach – ultimately we will agree with you the most tax and cost-efficient method of payment. We welcome clients to our offices in a picturesque, residential area of Penn which offers client parking.

Our confidential meeting rooms can host meetings of up to ten people but we are equally happy to come to you or deal remotely via telephone, email or post – whatever suits you best.

“Best customer service I have experienced in the UK.” Mr. R. Conacher