About

We pride ourselves on our excellent reputation and our whole team are committed to bring financial well-being to every client through expert advice and superior service whilst representing excellent value for money.

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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.

Investing can be a complex and confusing process, so 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. EIS Financial Services is the official insurance and investment partner of the Educational Institute of Scotland.

EIS Financial Services Mission Statement

Mission Statement

Our mission is to bring financial well-being to every client through expert advice and superior service whilst representing excellent value for money

EIS 30 years of excellence

First Class Service

We have developed a comprehensive financial planning service which is especially tailored to you

Independent Financial Advisers at EIS

Advice & Support

We offer a wide range of services which we can tailor to meet your individual needs.

Meet our team

Eddie White

Allan Lees

Ross Adams

Fiona Green

Your Review Team

Niall Christie
Fiona Middlemiss
Rachel Jones