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Edinburgh Wealth Management Limited (EWM) is an Independent financial advisory firm providing clear, impartial, whole of market advice tailored to our clients’ needs. We provide financial advice to individuals, families and business owners to help plan for their financial future.
We are proud to remain totally independent; where a financial product is required our fee structure allows us to select from the whole of the market. We have no financial conflict of interest in arranging products, changing existing portfolios or moving money around unnecessarily.
Our goal is clear; to work with clients where we can add real value and to build long term relationships with them and their other professional advisers.
Our approach to financial planning involves getting to know our clients’ goals and aspirations. Only by fully understanding the issues our clients face can we offer comprehensive and impartial advice. These issues range from the simple to the complex and our advisers strive to gain a full understanding of your circumstances in order to provide you with individually tailored financial advice.
Our scope of advice includes investments, retirement planning, inheritance planning, tax planning and protection for you and your family.
We are based in the centre of Edinburgh and happy to arrange meetings via video call, telephone call or an in-person meeting in our office, therefore, as long as you are in UK, we are able to assist.
Leanne has worked in the financial services industry for over 18 years with experience in both banking and financial services. She is experienced and qualified in all areas of financial planning and specialises in retirement planning. She is qualified as a level 6 ‘chartered financial planner’ and also holds fellowship status which is the highest accreditation that can be received from the Chartered Insurance Institute. Leanne believes financial planning can appear complex however, makes it a priority to remove financial jargon and explains things in a way you can understand.
Leanne is also a member of Consensus Collaboration Scotland and has qualified as a Financial Specialist, which enables her to work in collaborative practice with other professionals such as lawyers and family consultants to help clients navigate through Divorce.
As a Mum myself and having lost a parent in my 20’s, I understand firsthand how important having the right provisions in place for you and your family. Whether it is having adequate financial protection to include life protection, income protection, critical illness cover; making sure you have updated your expression of wish forms for any pension benefits and death in service cover; having your life protection policies in trust; having a Will or Power of Attorney in place; savings for your children’s future, saving for your future; ensure you are on track to receive the maximum State Pension; ensuring your investments are tax efficient; knowing how your income position impacts Child Benefit or Tax Free Childcare, I am here to help.
Please take this important first step of reaching out, so that you can understand where you currently are and what steps you can take to improve your overall situation.
We offer a free, no obligation initial meeting, so that you can get to know us and see how we can help. This allows us to find out more about you and is the first step towards us providing, you with recommendations for your future.Get a consultation
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning
- Long Term Care
Leanne is a Chartered Financial Planner and is also qualified as a financial specialist in collaborative practice to help individuals navigate through divorce.
We provide a free, no obligation initial meeting, so that you can get to know us and see how we can help. This allows us to find out more about you and is the first step towards us providing, you with recommendations for your future. We can do this via Teams video call, telephone or an in-person at our office.