Executive Wealth Services

Independent Financial Adviser 21-23 Thistle Street, Edinburgh, Edinburgh, EH2 1DF

First meeting at adviser's own cost

We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.

We can advise you on

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Pensions & retirement

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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 review

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Pensions transfer

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Financial planning

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Wealth management

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Investments

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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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Socially responsible investments

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Savings

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Lump sum

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Regular savings

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Insurance & protection

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Accident & sickness

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Critical illness

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Healthcare

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Income protection insurance

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Life insurance

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Payment protection insurance

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Tax & trust planning

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Capital gains tax

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Estate planning

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Income tax

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Expatriate finances

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EEA

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Rest of world

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Business

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Commercial mortgages

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Employee benefits

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Group Pension/Stakeholder

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Group Protection/Life Insurance

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 13th September 2021

Meet our advisers

Mr David Garvey

Chartered Financial Planner

Qualifications & Accreditations chevron_up

APFS - Associate, Personal Finance Society (PFS)

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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.

Accreditations

What our clients say

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

Thank you so much for all your help pre and post retirement. Couldn't have done it without you.

Mr McAuley, Edinburgh

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

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, EH2 1DF

Service coverage

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£101,000

Minimum pension value

£101,000

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

mortgage review

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

check

FCA authorised

Last authorised 13th September 2021

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