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  11. Edinburgh Wealth Management Limited

Edinburgh Wealth Management Limited

Independent Financial Adviser  27a Alva St, Edinburgh, Midlothian, EH2 4PS
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FCA authorised
Last authorised 3rd May 2021
Our first meeting typically lasts for up to an hour and is at our expense.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group private medical insurance
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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)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

27a Alva St, Edinburgh, Midlothian, EH2 4PS

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