EWM donates to SIFA Fireside

A Greater Birmingham firm of chartered financial planners has presented a cheque for more than £1,400 to a charity for the homeless. Eastcote Wealth Management (EWM) has backed Sifa Fireside despite many fund-raising events being cancelled in the coronavirus pandemic....

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EWM launches Client Portal

For many months, we have been developing a digital platform for our clients to streamline the process for financial planning and actioning changes as required As I am sure you are aware, the financial services sector is heavily regulated, and...

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Eastcote Wealth people continue to shine

Congratulations to both Amy Fletcher and Alex Haynes on passing significant milestone on their progress the Personal Finance Society (PFS) qualifications road. Amy recently passed the PFS AF5 exam: Financial Planning Process. This is a huge step towards Amy achieving...

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Coronavirus: A Message From Eastcote Wealth Management

The Coronavirus outbreak has clearly created a great deal of uncertainty around the world. Eastcote Wealth Management’s main priority at this time is the health and wellbeing of our clients, colleagues, business connections and the wider population. We have robust...

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Eastcote Wealth Snowdon Charity Climb

A big thanks to all the Eastcote Wealth staff who have volunteered to climb Snowdon for charity this summer. The climb will take place on 4th July and all funds raised will go to SIFA Fireside, the leading Birmingham homeless...

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Eastcote Wealth Charity Quiz 2020

Charity Quiz Night – Friday 27th March 2020 EWM’s annual charity quiz is back soon, this year in support of our chosen charity, SIFA Fireside. As ever, it’s an entirely homegrown quiz with questions being written and asked by Rob...

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Eastcote Wealth to support SIFA Fireside as chosen charity in 2020

Eastcote Wealth Management has decided to support SIFA Fireside as our designated charity for 2020. The Digbeth-based organisation one of the region’s leading charities helping homeless people in Birmingham and the wider West Midlands. They provide a wide range of...

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