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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.

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.

About us ›

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, which is why our team of EISFS Financial Advisers are fully trained to ensure that they provide straightforward and easy to understand advice and support at every stage.

Expert Advice
July 22, 2025

Self-Assessment Tax Returns

We understand that savings or investments can sometimes give rise to taxable income, which may require you to complete a Self-Assessment tax return.
Expert Advice
June 12, 2025

What is Income Protection and why is it important?

Right now is a challenging time for many families. As the cost of living continues to rise, many are struggling to pay their bills. In this environment, your income is…
Expert Advice
April 1, 2025

Retirement In Sight Webinars

EIS members can book their places for upcoming webinars via the links below. Members, their families and friends can also find links to our recordings of past webinars further down…
Expert Advice
October 9, 2024

Advice On Avoiding Scams

Scams can be difficult to spot; they can look very real and be very close to the real thing. Watch for the unexpected email, call, or text message.

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.