Who we are

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.

Our history

EWM was established in 2003 as the founders were frustrated with the lack of quality financial planning advice and the confusing fee or commission structures available in the market place at that time.

Their vision was to create a truly independent source of superb advice for clients, with simple and transparent charges.

Our team are highly qualified, with many years of experience. Our technical expertise and desire to understand and improve our clients' financial situations, enables us to provide them with creative, meaningful and effective solutions.

We are proud to remain totally independent; where a financial product is required our fixed fee structure allows us to select from the whole of the market. We have no financial conflict of interest in selling products, changing existing portfolios or moving money around unnecessarily.

Our goal is clear; to work with clients where we can add real value and to build long term relationships with them and their other professional advisers.

Personal financial planning by experts in Edinburgh

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

Share by: