Eastcote Wealth Management News


Happy 50th JR!

Another Eastcote Wealth colleague celebrated a significant milestone recently. Staff marked Operations Director John Ruddick’s 50th birthday with cake and Prosecco in the sunny courtyard of Eastcote Court. John then spent the day enjoying his favourite activity – a round...

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Eastcote Wealth now offers Equity Release advice

Congratulations to our lead Mortgage Adviser, Debbie Lavender, on passing her PFS approved Certificate in Equity Release (CerER). She is now authorised to give advice in this rapidly changing area of financial planning. There has been a rapid move away...

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EWM Takes The Lead on Training New Advisers

Eastcote Wealth Management have recognised the lack of new talent entering the financial planning sector – a 2016 EY survey found that just 22 per cent of financial advisors were under 40 – so it recently launched a specific Financial...

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Wealth of talent sought for new IFA training scheme

A Greater Birmingham firm of independent financial advisers (IFA) has launched a training scheme to provide new career opportunities in the profession. As part of it, Eastcote Wealth Management (EWM) has linked with Aston University to secure some of the...

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Reuters News

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