Slide 1

Retirement Planning

Whether you are 20 or 60 we are here to help you to prepare for your retirement. We’ll take an expert look at your finances, and understand your retirement goals.

Learn more ›
Get a call back ›
Slide 2

Financial Planning

Whatever stage in life you are at, we can provide practical impartial advice to make sure your investments work for you.

Learn more ›
Get a call back ›
Slide 3

Life Insurance

Most of us want to protect the things that are important to us, our family, and ensure things are financially secure should the worst happen.

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Get a call back ›
Slide 4

General Insurance

EIS Financial Services provide an exclusive range of insurance services for members of the Educational Institute of Scotland and their families.

Learn more ›
Get a call back ›
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Slide 1

Retirement Planning

Whether you are 20 or 60 we are here to help you to prepare for your retirement.We’ll take an expert look at your finances, and understand your retirement goals.

Learn more ›
Get a call back ›
Slide 2

Financial Planning

Whatever stage in life you are at, we can provide practical impartial advice to make sure your investments work for you.

Learn more ›
Get a call back ›
Slide 3

Life Insurance

Most of us want to protect the things that are important to us, our family, and ensure things are financially secure should the worst happen.

Learn more ›
Get a call back ›
Slide 4

General Insurance

EIS Financial Services provide an exclusive range of insurance services for members of the Educational Institute of Scotland and their families.

Learn more ›
Get a call back ›
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EIS Financial Services is an exclusive and valuable benefit of membership of the Educational Institute of Scotland

Providing security for you and your family is at the centre of everything we do. When it comes to investments and insurance we go the extra mile to provide you with a comprehensive financial planning service which is tailored around you.

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Why EIS Financial Services?

EIS Financial Services Ltd. was formed by the Educational Institute of Scotland in 1990 giving EIS members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products.

As the official investment and insurance partner of the EIS you can rest assured that any particular investment strategies and products we recommend to you will have been selected based on your personal circumstances, financial goals and objectives.

EIS Independent financial advice with 30 years of excellence
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Services

We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients. Investing can be a complex and confusing process, so our team of EISFS Independent Financial Advisers are fully trained to ensure that they provide straightforward and easy to understand advice and support at every stage.

Retirement Planning
Retirement Planning
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Life Investments
Financial Planning
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Life Insurance
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Insurance
General Insurance
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Call 028 9044 2200 ›

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EIS Financial Services brand ambassador Melanie WoodsNews
September 20, 2022

Melanie Woods – EIS Financial Services Brand Ambassador

Meet EIS Financial Services brand ambassador Melanie Woods.  Melanie’s journey from PE teacher to participation in the Tokyo 2020 Paralympic Games is an inspiration to us all.
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About EIS Financial Services - expert adviceExpert Advice
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INFLATION – how does it alter what you’re worth?

“Less is always more. The best language is silence. We live in a time of a terrible inflation of words, and it is worse than the inflation of money.” Eduardo…
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Retirement Planning for teachersExpert Advice
November 8, 2021

What does it mean to be responsible about investment?

With COP 26 being hosted by Glasgow unsurprisingly our thoughts at EIS Financial Services turn to the investment impact of such concerns and how this might influence the way you…
EIS/FS TEAM
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98% of customers felt the service they received was very good or excellent 1

Acceptance criteria, minimum premiums and terms & conditions apply. 1 98% of customers felt the service they received was very good or excellent in a November 2018 customer survey.

98% of customers felt the service they received was very good or excellent 1

Acceptance criteria, minimum premiums and terms & conditions apply. 1 98% of customers felt the service they received was very good or excellent in a November 2018 customer survey.