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.
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.
Whatever stage in life you are at, we can provide practical impartial advice to make sure your investments work for you.
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.
EIS Financial Services provide an exclusive range of insurance services for members of the Educational Institute of Scotland and their families.
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.
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.
What Our Customers Say...
“The service was excellent, can think of nothing that would improve it”
- Susan StewartPeebles/Borders
“Very happy with the service provided”
- Evelyn Love-GajardoEdinburgh/ Midlothian
Jacqueline & James Grubb
“We were very happy with the time spent with Richard. He was patient and extremely knowledgeable”
- Jacqueline & James Grubb Fife
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.