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ClaimAn independent financial advisory firm.
EWM was established in 2003 as the founders were frustrated with the lack of quality financial planning advice and the confusing fee or commission structures available in the marketplace at that time. Their vision was to create a truly independent source of superb advice for clients, with simple and transparent charges. Our team is 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. We are proud to remain totally independent; where a financial product is required our fixed fee structure allows us to select from the whole of the market. We have no financial conflict of interest in selling products, changing existing portfolios or moving money around unnecessarily. Our goal is clear; to work with clients where we can add real value and build long-term relationships with them and their other professional advisers.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Edinburgh, Scotland
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Year founded
Founded 2003
1 Locations
- Edinburgh , Scotland
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Locations (1)
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