Services
What we offer
Whether you are a private client or the director of a company, at EWM we will always start the process by listening. We fully believe in building trust and long-term relationships with our clients so there will be no pressure to accept our advice until you are ready. The main benefits of working with us will be to provide financial security, peace of mind and a clear direction of where you want to be.
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.
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.
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.
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.
