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Truly independent financial advice for individuals, families and businesses 

Edinburgh Wealth Management Limited (EWM) is an independent financial advisory firm providing clear, unbiased, whole of market advice tailored to our clients' needs. 

We are committed to providing our clients with the highest possible standards of service based on our principles of transparency, integrity and professionalism. We therefore fully support the Financial Conduct Authority’s ‘Treating Customers Fairly’ principles and put this at the heart of all we do.

EWM is authorised and regulated by the Financial Conduct Authority.
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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

To find out more about our services and to arrange a no obligation meeting call us today on 0131 225 8670

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