Executive Wealth Services
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Socially responsible investments
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Income protection insurance
check
Payment protection insurance
check
Tax & trust planning
chevron_up
check
Expatriate finances
chevron_up
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Adviser unavailable
This adviser is currently out of office and not available for contact
Last authorised 22nd February 2021
Meet our advisers
Mr David Garvey
Chartered Financial Planner
Qualifications & Accreditations
chevron_up
APFS - Associate, Personal Finance Society (PFS)
chevron_up
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
What our clients say
David helped me arrange my life assurance investment and pension affairs in order removing the hassle and administration burden which had built up. Many thanks
Clara Jackson, Glasgow
Thank you so much for all your help pre and post retirement. Couldn't have done it without you.
Mr McAuley, Edinburgh
David has helped me and my family manage our affairs for many years now. Highly recommended to anyone thinking of engaging an adviser.
Mr D Scott, Lothian
About us
Executive Wealth Sevices is a highly regarded financial planning firm based in the centre of Edinburgh.
Our services
· Fairness - we charge our clients explicit fees that are commensurate to the service that we are delivering
· Value - we aim to maximise the value for the client by delivering the service at the best price
· Client needs - we have built our propositions around what our clients need and want.
The more you know about us, the more you will want to get to know us.
Where to find us
Head office address: 21-23 Thistle Street, Edinburgh, Edinburgh, EH2 1DF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face