Independent financial planning for the long-term
We are a leading firm of Chartered Financial Planners based in Solihull,
offering independent financial advice to individuals and businesses.
Our unique approach to wealth management is centred around providing a holistic, personalised view of your financial aspirations for the long-term.
Our experienced team of wealth managers look after every detail of your wealth, providing the highest level of unbiased advice, whilst never forgetting the importance of building a trust-based relationship over time.
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 with an average mark of 89.4% and 1 distinction in 9 Personal Finance Society exams...by Read More
It is important to understand what will happen to your pension when you die, and what the tax implications will be of handing it on. How your workplace pension or one you’ve set up yourself might be paid to your beneficiaries. As with anyone who passes, the process of winding up his or her affairs...by Read More
Rarely does the market see a ‘genuine’ new product arrive, but Skipton Building Society claims to have done just that with the introduction of a Track Record Mortgage for first time buyers. It will allow tenants with impeccable payment credentials to get a start on the housing ladder. In truth, not entirely a fresh initiative...by Read More