Meet The Team

Edinburgh Wealth Management's Team

At Edinburgh Wealth Management, you can benefit from the services of our talented and innovative financial advice team in Edinburgh. Our team have a wealth of experience in providing a tailored service for our clients, where recommendations are made based on your individual needs, rather than a one-size-fits-all approach. Our long-term approach means that we take into account any changes in your circumstances and priorities, adjusting our advice as appropriate.

You can find out more about our team and their experience below.

Meet The Team

Callum Duncan

Financial Planner

Callum joined the firm in 2013. Prior to joining EWM, Callum worked for a private bank and has over 15 years’ experience in financial services. Callum heads up EWM’s Investment Committee making the key decisions on EWM’s investment management proposition.

Leanne Lindsay

Chartered Financial Planner

Leanne has worked in the financial services industry for over 16 years with experience in both banking and financial services. She is experienced and qualified in all areas of financial planning and specialises in retirement planning. She is qualified as a level 6 ‘chartered financial planner’ and also holds fellowship status which is the highest accreditation that can be received from the Chartered Insurance Institute. Leanne believes financial planning can appear complex however, makes it a priority to remove financial jargon and explains things in a way you can understand.

Lauren Rae

Financial Planner and Paraplanner

Lauren has worked in the financial service industry for over 10 years with experience working for Scottish Widows before joining EWM in 2016. Lauren holds her Diploma in Regulated Financial Planning and heads up EWM's paraplanning team. Lauren supports the Directors and financial advisers of EWM with their clients, manages the workflow of client recommendations, investment research and client contact.

Emma Thomson

Paraplanner

Emma joined EWM in the summer of 2022, having joined from Nucleus Financial. Emma has over 8 years experience in the industry, having worked for both advisers and providers. Emma's primary role is supporting the advisers and plays a key role in the investment review process whilst supporting Lauren and Graham in the Paraplanning team. Additionally, Emma is working towards completing her Diploma in Regulated Financial Planning. Emma is excited to see what the future holds as she works towards fully qualified status.

Esther van Teutem

Business Support

Esther is a key part of our team as the first point of contact for clients when contacting EWM. Esther provides administrative support to Financial Advisers and Paraplanning team. Esther joined EWM in 2021 following completion of her Mathematical, Statistical and Actuarial Sciences degree at Heriot-Watt University and is working towards her Diploma in Regulated Financial Planning.

Arrange a meeting with our talented financial planning team on 0131 225 8670

Edinburgh Wealth Management is a trading name of IWP Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359. Registered in the UK at Blythe Lea Barn, Mill Farm, Packington Park, Meriden, Coventry, West Midlands, CV7 7HE. Company Number 04138186.

A list of directors is available at the registered office.

The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers in the UK. You have the right to take any complaint to the Financial Ombudsman Service (FOS). Full details of FOS can be found on its website at www.financial-ombudsman.org.uk.

Call Us Now!

Edinburgh Wealth Management

36 North Castle Street

Edinburgh

EH2 3BN

T 0131 225 8670

info@edinburghwealthmanagement.co.uk