Truly independent financial advice for individuals, families, and businesses
Edinburgh Wealth Management (EWM) is an Independent financial advisory firm providing clear, impartial, whole of market advice tailored to our clients’ needs. We provide financial advice to individuals, families and business owners to help plan for their financial future. We work with your other professional advisers, such as your solicitor and accountant, to ensure that the advice we provide is holistic.
Independent financial advisers
Male and female advisers
Communication how you prefer - Paperless onboarding, video, face to face, etc.
Edinburgh location however, can help clients anywhere in the UK.
Working with your other professional advisers
Can provide one off advice to clients which does not relate to a particular product
Holistic advice
Financial education – working with families
Our commitment to you
- to provide you with clear information about the products and services we offer
- to agree our fees or charges with you prior to you making any commitment
- to ascertain your individual needs, preferences and circumstances before providing advice
- to only recommend a product that we consider suitable for you and that you can afford – and always the most suitable from the available options
- to not recommend a product if we cannot find one we consider suitable
- to work with your other advisers, for example solicitor or accountant, to ensure all parties are in agreement that our advice will add value to your circumstances
- to continually update our knowledge on regulatory, legislative and investment matters to ensure our advice is current and appropriate
- to give you access to a formal complaints procedure should you become unhappy with our service