Edinburgh Wealth Management
Edinburgh Wealth Management (EWM) is an independent financial advisory firm that provides whole of market advice tailored to clients’ needs. They offer financial advice to individuals, families, and business owners to assist in planning for their financial future.
- Tax Planning
- Financial Advice
- Retirement Planning
- Investment Management
Competitors
Principal & Prosper is a financial advisory firm that has been providing dependable advice and solutions for over a decade.
Hastings Investment Management, based in Edinburgh, is a growing wealth management and financial planning firm.
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
St.
Company Details
Edinburgh Wealth Management is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M
Teams
3
2
2
Financial Adviser • Joined Jan 2013
Senior Client Administrator/Business Support • Joined Oct 2021
Independent Financial Advisor • Joined Jan 2019
Independent Financial Advisor • Joined Jan 2019
Financial Adviser • Joined Jan 2013
Director • Joined Mar 2019
Senior Client Administrator/Business Support • Joined Oct 2021