Solihull-based Eastcote Wealth Management (EWM) has been bought by industry giant 7IM for an undisclosed but substantial sum. EWM is a well-established financial planning and independent advice firm. Its 12 financial planners act on around £430 million of assets for...
Congratulations Alex!
Congratulations to EWM adviser Alex Stephen-Haynes. Alex recently received the award for the most meritorious completion in the Certificate in Financial Planning examinations of the Personal Finance Society. This was in recognition of his exam achievements having achieved 8 passes...
EWM On the Move
Dear All, The government has set out the roadmap for our country to return to normality, given the success of the vaccine programme, with the proposed date of 21st June when no social distancing will be required. EWM will of...
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....
Bitcoin – fantastic or fantasy? – Birmingham Post article 28.01.2021
The cryptocurrency Bitcoin is proving to be the great enigma. There is nothing supporting it – not gold, not governments, its value fluctuates wildly, and the financial establishment hates it. It has been compared to the South Sea Bubble and...
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...
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...
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...
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...
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...