1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. City Of Edinburgh
  8. breadcrumb-arrow
  9. Edinburgh
  10. breadcrumb-arrow
  11. Edinburgh Wealth Management Limited

Edinburgh Wealth Management Limited

Independent Financial Adviser  27a Alva St, Edinburgh, EH2 4PS
check
FCA authorised
Last authorised 29th November 2021
Our first meeting typically lasts for up to an hour and is at our expense.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group private medical insurance
check
Long term care
Meet our advisers
MRS Leanne Lindsay
Financial Adviser
MR Callum Duncan
Director
About us

Edinburgh Wealth Management Limited (EWM) is an independent financial advisory firm providing clear, unbiased, whole of market advice tailored to our clients' needs.
We provide advice to individuals, families and businesses. Our scope of advice includes investments, retirement planning, inheritance planning, tax planning, protection and mortgages.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

27a Alva St, Edinburgh, EH2 4PS

Similar advisers near you

Melville Independent
Independent Financial Adviser 0.06 mi
You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
 
See profile
Bluesky Independent Wealth Managers Ltd
Independent Financial Adviser 0.08 mi
Covid-19 update - We are here to help and providing remote advice over the telephone or internet. The initial no-obligation meeting is always at our expense. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
 
See profile
AGL Wealth Management Ltd
Independent Financial Adviser 0.08 mi
We are the complete wealth management solutions firm of choice across central Scotland.
 
See profile
Flying Colours
Independent Financial Adviser 0.12 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile