What we offer

Financial planning covers many different areas, all of which can seem daunting at first. Our team of experienced financial advisers are here to assist you with your needs.

Investment Management

EWM’s approach to managing your investments, in tandem with financial planning and tax management, is based on the principles of diversification and asset allocation.  Our aim is to provide the optimum investment return within risk parameters which are acceptable to you.  
Investment management in Edinburgh

Financial Advice

Our approach to financial planning involves getting to know our clients' goals and aspirations. Only by fully understanding the issues our clients face can we offer comprehensive and impartial advice. These issues range from the simple to the complex and our advisers strive to gain a full understanding of your circumstances in order to provide you with individually tailored financial advice.
Financial advice available in Edinburgh

Tax Planning 

EWM recognise that in the majority of cases your aspirations are more likely to be achieved by efficient management of tax. This can range from maximising annual allowances and exemptions to Estate and Trust planning. We understand that the tax landscape in the UK is always evolving which is why our advisers are continually updating their knowledge to provide our clients with focused and current advice.
Tax planning professional in Edinburgh

Retirement Planning

Planning for your retirement can be a daunting prospect whether it is 12 months or 20 years away. Improved health care and longer life expectancy mean an individual’s retirement can last over 20 years. Our financial planners are on hand to guide you through the complexities of retirement planning in order to provide you with peace of mind and the confidence that your retirement is both enjoyable and affordable.

Mortgage Advice

EWM offer independent, whole of market mortgage advice for both residential and buy-to-let properties. Obtaining finance for property transactions, be it a purchase or re-mortgage, is a complex process. Our in-depth knowledge of the market place, and the differing requirements of various providers, allows us to recommend the most appropriate product for your needs.  We also advise on Equity Release and Lifetime Mortgage options for those who are in retirement and wish to release capital from their property.
Mortgage advice professionals in Edinburgh

To find out more about our services call us today on 0131 225 8670

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