Meet the team
Miles Burr
Director
Miles helps our clients meet their financial planning goals and retirement objectives. He is mainly involved in investment, pension and retirement planning, helping clients make the most of their money and with an eye on the future.
He has long experience in the financial services sector, previously working in this field with NatWest prior to joining EBS back in 2000. During this time, he has seen many changes within the financial services arena, as well as significant regulatory and legislative changes. Nothing ever ‘stands still’ in this business.
Miles lives with his ‘long suffering’ partner and has a teenage daughter and grown up son (which makes him feel very old). He (sort of) enjoys cycling in a vain attempt to keep fit.
Qualifications: Diploma & Certificate in Financial Planning
01494 811770
07912 770090
01494 811770
07912 770090
miles@ebsfs.co.uk
miles@ebsfs.co.uk
01494 811770
07912 770090
miles@ebsfs.co.uk
Steve Randall
Director
With over 30 years’ experience as an IFA, Steve is still looking after some clients he first met in the 1990s. His career has spanned larger National IFAs and Top 10 Accountancy Practices, but he joined EBS in 2007 to bring to an end the wasted years spent on commuting and now has a 12.635 minute journey to work! Steve is highly qualified in all aspects of financial planning and is the firm’s pension transfer specialist enabling us to help people assess their defined contribution pensions.
Outside of work Steve spends his time reading about cars, cleaning cars, driving cars and fixing his children’s cars (again): he particularly likes V8s, (and V6s [and Straight 6s] and V10s and V12s) cooking and his holidays.
Qualifications: Diploma & Certificate in Financial Planning, Pension Transfer Specialist and Long-Term Care.
01494 811771
07912 770094
01494 811771
07912 770094
steve@ebsfs.co.uk
steve@ebsfs.co.uk
01494 811771
07912 770094
steve@ebsfs.co.uk
Dave Welch
Director
Dave is our mortgage expert, both in the residential and buy to let sectors and has been with EBS for over 15 years. He is qualified to advise on lifetime mortgages, Equity Release and protection business.
Outside of work he is a long-suffering West Ham fan.
Qualifications: Certificate in Mortgage Advice and Practice, Certificate in Financial Planning
01494 811772
07912 770095
01494 811772
07912 770095
dave@ebsfs.co.uk
dave@ebsfs.co.uk
01494 811772
07912 770095
dave@ebsfs.co.uk
David Walters
Paraplanner
David plays a key role in providing technical and investment support and advice to our consultants. He has been with EBS since 2009 and he has wide financial services experience having started out in the Offshore Market in 1990. Up until 2002 he worked for large financial providers when he moved over to the Advisory side of the financial services business. He is married with a grown-up son, enjoys going to the gym and long haul travel.
Qualifications: Chartered Insurer
01494 811785
david.walters@ebsfs.co.uk
01494 811785
david.walters@ebsfs.co.uk
01494 811785
david.walters@ebsfs.co.uk
Hilary Willoughby
Director
Hilary joined EBS in 1995 and has over 30 years’ experience in the financial services industry working as part of both large and small organisations. She is responsible for all non-advisory staff and the general smooth-running of our office, as well as managing our clients’ risk benefit schemes. She is married with two grown up daughters.
01494 811787
hilary@ebsfs.co.uk
01494 811787
hilary@ebsfs.co.uk
01494 811787
hilary@ebsfs.co.uk
Employee Benefit Solutions Ltd.
St. Johns House,
18 St Johns Road,
Penn,
Buckinghamshire,
HP10 8HW
T: 01494 817161
E: info@ebsfs.co.uk
W: www.ebsfs.co.uk
Authorised and regulated by the Financial Conduct Authority.