About Us
Who we are
We understand that no one client is the same which is why we tailor our recommendations to your individual circumstances. We help a variety of clients from starting their investment journey to clients who have established wealth. As you progress along your life cycle your financial priorities and requirements will change, which is why we take a long term view providing holistic advice in all financial areas.
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.
