Edinburgh Wealth Management's Team

Callum Duncan

Director

Callum is a Director of EWM and a Financial Planner. Callum joined the firm in 2013 and was appointed a director in 2019. Prior to joining EWM, Callum worked for a private bank and has over 15 years’ experience in financial services. Callum heads up EWM’s Investment Committee making the key decisions on EWM’s investment management proposition. 

Keren Grant 

Director 

EWM was established in 2003 and Keren was appointed as Managing Director in 2005. Keren has worked as a financial planner for many years, starting her career with Standard Life and building the successful independent financial advisory firm that is EWM, over the past 16 years. Keren has reduced her working hours; however, very much remains part of the firm, taking on a new position as head of business development for EWM. 

Leanne Lindsay 

Chartered Financial Planner 

Leanne has worked in the financial services industry for over 16 years with experience in both banking and financial services. She is experienced and qualified in all areas of financial planning and specialises in retirement planning. She is qualified as a level 6 ‘chartered financial planner’ and also holds fellowship status which is the highest accreditation that can be received from the Chartered Insurance Institute. Leanne believes financial planning can appear complex however, makes it a priority to remove financial jargon and explains things in a way you can understand.

Lauren Rae

Financial Planner and Paraplanner 

Lauren has worked in the financial service industry for over 10 years with experience working for Scottish Widows before joining EWM in 2016. Lauren holds her Diploma in Regulated Financial Planning and heads up EWM's paraplanning team. Lauren supports the Directors and financial advisers of EWM with their clients, manages the workflow of client recommendations, investment research and client contact.

Graham Layt

Paraplanner 

Graham has worked in financial services for over 6 years, joining EWM in 2021. Graham is working towards completing his Diploma in Regulated Financial Planning. Graham is an integral part of the paraplanning team, supporting Financial Advisers in compiling client investment reviews, conducting research and preparing recommendations reports.

Emma Thomson

Paraplanner

Emma joined EWM in the summer of 2022, having joined from Nucleus Financial. Emma has over 8 years experience in the industry, having worked for both advisers and providers. Emma's primary role is supporting the advisers and plays a key role in the investment review process whilst supporting Lauren and Graham in the Paraplanning team. Additionally, Emma is working towards completing her Diploma in Regulated Financial Planning. Emma is excited to see what the future holds as she works towards fully qualified status.

Esther van Teutem

Business Support

Esther is a key part of our team as the first point of contact for clients when contacting EWM. Esther provides administrative support to Financial Advisers and Paraplanning team. Esther joined EWM in 2021 following completion of her Mathematical, Statistical and Actuarial Sciences degree at Heriot-Watt University and is working towards her Diploma in Regulated Financial Planning.