EWS Financial Advisers is an independently owned financial planning practice based in Edinburgh, operating on a fee-based model. With nearly two decades of experience, they have been offering expert financial guidance to clients throughout Edinburgh. At the helm of 'EWS Financial Advisers is David Garvey, a chartered financial planner who specializes in the areas of wealth creation, preservation, and management. He provides a range of insurance and protection options designed to safeguard you, your family, and your business. David's recommendations are founded on a deep understanding of your specific needs, ensuring tailored advice. Their primary mission is to help clients achieve optimal financial performance at minimal costs. 'EWS Financial Advisers' is committed to crafting personalized financial plans to meet your unique requirements. Don't hesitate to reach out to them today for a personalized quote.
UNIQUE FACTS:
• Online Appointments
• Transparent Planning Solutions
• Onsite Services
• Low-cost.
Best Financial Services in Edinburgh
Expert recommended Top 3 Financial Services in Edinburgh, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
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EWS FINANCIAL ADVISERS REVIEWS
From first contact, David Garvey and the team at EWS have been excellent. Communication is prompt and reliable. They have provided advice and guidance as to how best to manage our finances in a no nonsense way, giving examples and clear info. I have approached financial advisors in the past and have been met with stuffy old men in suits with expensive brochures who spoke in a language I didn’t understand and felt I wasnt able to ask questions. David is open and genuine and keen to help. Would highly recommend.
I contacted EWS Financial Advisors to get some advice about planning for retirement. I’m an academic in my early 40s and was worried about my pension. The got back to me right away, and I spoke to David over zoom for probably an hour. Super useful conversation, I left it feeling much more confident with a list of concrete things to do. It was just what I needed to get a real handle on some complicated pension issues! David was very generous with his time, easy to talk to, great advice, would highly recommend.
Worked with Matthew at EWS and found him incredibly helpful sorting through a range of investment/pension/tax questions and concerns I had. Would recommend EWS and will likely continue working with Matthew.
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Strategic Wealth Solutions is your dedicated financial partner, deeply committed to your financial well-being. With an impressive collective experience of over six decades in the industry, their specialization lies in retirement planning, investment strategy, and corporate services. As a family-owned enterprise, they have cultivated a foundation of trust and unwavering loyalty. The team at Strategic Wealth Solutions is characterized by their steadfast dedication and professionalism. Leading the way is Keith Barr, who serves as the director of 'Strategic Wealth Solutions Ltd.' With over two decades of experience in the financial sector, Keith has held pivotal roles at some of the United Kingdom's foremost Financial Service institutions and providers. Strategic Wealth Solutions is dedicated to enhancing your financial health, both in the immediate and long-term future. Their team of experts excels at crafting tailored financial solutions that align precisely with your unique requirements. To embark on your financial planning journey, reach out to them today and secure your appointment.
UNIQUE FACTS:
• Tailored To Your Individual Needs
• Book A Discovery Call
• Latest Technologies.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STRATEGIC WEALTH SOLUTIONS REVIEWS
Very friendly and well informed team who present clear and understandable advice with your long term interests at heart. Just had a 6 month review and very happy with the quality of the reporting and information presented. I’d happily recommend anyone looking for pension and investment advice to contact Strategic Wealth Solutions.
Professional with care and attention is how I would describe my experience with Ryan McCallum at Strategic Wealth Solutions. From the very start he listens to find out what I want and then has continued to tailor solutions to suit both myself and my family. When change has been required it has been smooth and easy to deal with Ryan and the outcomes are always amazing. Great financial advice and planning given. Thoroughly recommend having a chat with Ryan to help you plan ahead. Thank you.
I have been with Keith and his time since before he set up SWS. The service provided is spot on and very personal. I would fully recommend SWS to anyone seeking Pension or Financial Advice.
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McHardy Private Wealth operates as an independent financial advisory firm located in Edinburgh. Their team of experienced financial planners is dedicated to delivering the highest caliber of independent financial guidance and personalized service. Their foremost commitment is to safeguard your financial well-being. They cater to a diverse clientele, including business owners, entrepreneurs, senior executives, self-employed individuals, professionals, and retirees with capital to manage. Their overarching goal is to introduce transparency into clients' financial matters by formulating long-term plans that encompass savings, adjusting existing financial arrangements, and recommending new strategies. These measures are designed to help clients achieve their business, tax, investment, and personal and family lifestyle objectives. Leveraging their expertise and cutting-edge financial software, McHardy Private Wealth provides a clear, data-driven outlook on your financial future. To initiate this fruitful partnership, they extend an invitation for an introductory face-to-face meeting at their expense.
UNIQUE FACTS:
• Professionalism And Trust
• Long-term Financial Planning.
Speciality:
Contact:
Working Hours:
Fri: 8:30am - 2pm
Sat & Sun: Closed
TBR® Inspection Report:
MCHARDY PRIVATE WEALTH REVIEWS
A friendly and professional firm. The staff are responsive and want to understand what your objectives are. The right focus on achieving your goals. A good selection of planning tools and illustrations to help you see what decisions mean for your financial future. Above all it is their ability to speak to the client in a straightforward and clearly understandable manner, avoiding financial industry buzzwords.
Never used a financial advisor before and was recommended Iain Wishart. I am more than happy with the service and personal touch that Iain and his staff provide. I wish I'd done this earlier and would recommend Wishart Wealth to anyone. You'll get open and honest there.
Dealing with Iain and the whole team is a pleasure. Excellent service and I feel we are in very safe hands
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