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Charles founded the EBS Group in the early 1980s. As a finance professional, he has a wealth of experience advising clients in all aspects of their finances and assisting them in creating a secure financial future for themselves and their family. As Managing Director, Charles has a very hands on approach and continues to work tirelessly on behalf of his clients.
Stephanie is a member of STEP (the Society of Trust & Estates Practitioners, an internationally recognised organisation of specialist Trust & Estates Practitioners).
Stephanie graduated from the University of Strathclyde, Glasgow with a BA (Hons) in Business Law, LLB (Scots) and Diploma in Legal Practice. Stephanie has also been awarded the STEP Diplomas in Trusts and Estates both for Scotland and England & Wales as well as the Advanced Certificate in Will Preparation.
Stephanie trained with and qualified into the Private Client team of leading Edinburgh law firm, Henderson Boyd Jackson WS (now HBJ Gateley LLP) before spending 9 years in the private client team of Mazars CYB Services Ltd, a subsidiary of global accountancy firm, Mazars.
Stephanie has over 12 years’ experience of dealing with Executry & Estate administration, Wills and Power of Attorney advice and Inheritance Tax, Trust & succession planning across the jurisdictions of Scotland and England & Wales.
Stephanie is also qualified Solicitor and a Notary Public.
Peter is a Solicitor and Notary Public and a member of the Society of Trustee and Estate Practitioners. Now semi-retired, he is also a legal consultant to EBS Trustees Ltd. and its clients.
He has vast experience in all aspects of Private client matters and his expertise has enabled him to provide an invaluable service to our clients over the years. He regularly advises on inheritance tax and estate planning issues as well as overseeing and managing all Trusts on behalf of our clients. In addition he has published a number of articles in professional journals.
Richard is Finance director for EBS Trustees Ltd, having joined the Company in 1988.
Lorna joined EBS Trustees Ltd in 2010. Lorna has many years experience in the legal profession, providing administrative support.
Nothing on this website constitutes legal advice and EBS Trustees accepts no liability for any actions taken by any individual in reliance of what is written here.
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EBS Trustees Limited Established 1982
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