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  11. Executive Wealth Services

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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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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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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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
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mr David Garvey
Chartered Financial Planner

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
Chartered Financial Planner
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 pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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 10th May 2021

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