EIS FS - Book an appointment Logo

  • Are you ready to schedule an appointment?

    Before connecting you with a Financial Planner at EIS Financial Services (EIS FS), we require some information from you to ensure that we match you with the appropriate one.

  • What topic(s) would you like to cover during your consultation?

    To help us get a better understanding of what sort of help you are looking for, please choose from the options below.

  • Access to your pension statement?

    As you have mentioned that you are looking for help to understand your options/benefits within the Teachers' pension scheme, do you have a recent annual benefit statement available?

  • Obtaining your annual benefit statement is quite straightforward – simply log in (or register if not already done so) to the Scottish Public Pensions Agency website. From there you will be able to download your statement in PDF format.

    We would recommend you ensure having access to your pension statement prior to arranging an appointment with your adviser as we cannot access this information, and an appointment may not be able to progress without it.

  • What's your home postcode?

    In order for us to direct your query to the adviser for your area, please enter your home postcode.

  • What's your occupation status?

    Please select one of the following options to indicate your current occupation status.

  • How old are you and when do you plan to retire?

    Please provide your current age and your anticipated year of retirement.

  • Book your appointment

    Kindly finish off by completing the brief form provided below with your personal details. Following that a member of our team will reach out to you and schedule an appointment.

  • How and when would you like your appointment?

    Please specify your preferred dates and method for an appointment. We will do our best to accommodate this, considering both your availability and ours. Due to existing appointments scheduled please provide at least 10 days ahead.

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