Testimonials

What our clients say...

"Having spent 16 years running my own business, I have met many financial advisors but none who have looked at my finances from a 360 degree angle, as Keren Grant did. After following Keren's advice, and with her assistance, my business and I are now in the best financial position I have been, despite the credit crunch! I highly recommend Edinburgh Wealth Management to anyone wanting to ensure they get the most out of their assets."

- Kirsten Lord 
Managing Director 
The Edinburgh Physiotherapy Centre

"Callum guided us through the transaction from start to finish, providing helpful market analysis and perspective when it came to making product decisions and maintaining a flow of communications between us and the lender throughout the process. Now a trusted advisor, we would not hesitate to use him again in future. "

- Mr & Mrs M Reid

"Callum has helped us with both life and family insurance policies. His advice is always thorough, appropriate, and expert. I have been particularly impressed with his pro-active approach to contacting me to discuss future requirements in a timely fashion, and his response time is always exemplary. I consider Callum to be a real trusted advisor, and would not hesitate to recommend him to others."

- Mr & Mrs J Bruck

"Superb advice received on an ongoing basis over a number of years has made a significant difference to our business and personal finances."

- Mr & Mrs G Nicholsby 
Geoffrey (Tailor) Highland Crafts

"Keren is the only wealth management professional I have met or worked with who is prepared to give real advice even if it might seem unpalatable and without thinking about her fee. Trust and integrity rule in the IFA world and Keren has these in spades."

- John Anderson 
Managing Director
Rock Ventures

"Highly personalised service."

- Dr N Boon
"Edinburgh Wealth Management provides a very personal as well as professional service. This has given me a much better understanding of investment risk and opportunities, involving me in decision making and explaining options. I have full confidence in the advice I have received and the monitoring of my portfolio, especially in these challenging times."

- Dr P Donald


"Very useful advice delivered in a way that enables us to understand clearly how best to use our investments to meet our needs."

Mr & Mrs J Crane


"Through experience and market knowledge, Edinburgh Wealth Management have helped me establish greater financial security and a far more diverse investment portfolio than I held  previously. Their personal service, understanding and advice have helped steer my finances through these troubled times."

- Gary Thomas
Company Director
THK Design Limited

"A pleasure to deal with, Callum handled complex enquiries regarding foreign investments and the impact of impending tax provisions in the UK in a thorough, organised and effective manner. His communication was in all instances clear and timely. I have already recommended Callum and Edinburgh Wealth Management to a number of personal and business contacts and will be utilising his expertise again." 

- Mr A Fenech


"Callum and EWM have supported me with a number of financial matters recently and I would highly recommend the service they have provided. A friendly and helpful attitude, coupled with professional and knowledgeable advice made everything far less stressful than it could have otherwise been." 
 
- Mr E McLean

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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