Believe it or not, Martin Crutchley celebrated his 60th birthday in April with help from his colleagues at Eastcote Wealth Management. The cake features the two great loves of his life (apart from Jeanette, obvs): rugby and sparkling wine. There...
Eastcote Wealth Stars Take on 3 Peaks Challenge for Prince’s Trust
Four colleagues of EWM along with people from other local companies, will be attempting the 3 Peaks Challenge in August 2018 in aid of The Prince’s Trust. The group called: “We thought this was a 5K!” is made up of...
Eastcote Bake Off and Christmas Jumper Day
Our Staff Bake Off and Christmas Jumper day last week raised a whopping £137.65 for our designated charity for 2017, The Prince’s Trust. All the creations were very tasty but there...
Eastcote Wealth Staff Commitment Helps Prince’s Trust
Managing Director of IHN insurance brokers and Chair of the Insurance Leadership Group for the Princes Trust,Liz Foster, visited our offices to receive a cheque for £2,556.79 on behalf of The Prince’s Trust, the result of a year’s hard work...
Eastcote Wealth’s Andy Reynolds: Fellow of the Professional Finance Society
Congratulations to Eastcote Wealth’s Andy Reynolds who recently passed the PFS’s AF7 Pension Transfer exam. Not only does this mean Andy can give clients advice on the complex area of Defined Benefits pensions, but it also qualifies him for Fellowship...
Eastcote Wealth Advisers Grill Investment Fund Mangers
As Financial Planners, it is vital that we act as guardians for our clients’ investment portfolios and that we take every opportunity to probe the fund managers on their behalf. The Eastcote Wealth adviser team attended a series of presentations...
Debbie Lavender joins Eastcote Wealth as Mortgage Adviser
Debbie brings her years of experience in mortgages to the Adviser Team at Eastcote Wealth. We are very pleased to have her on board to offer a full mortgage brokerage service to our clients.
Eastcote Wealth sponsors CIMA West Midlands Annual Ball
Advisers and their partners get into the Christmas spirit early as they represent Eastcote Wealth at the Chartered Institute of Management Accountants West Midlands Ball held at the Burlington Hotel. We were happy to sponsor this event and hope everyone...
Eastcote Wealth Compliance Team In Place
Following the appointment of David Howard as Compliance Manager and Mohammed Nadeem as Compliance Monitoring Officer in the summer, the Eastcote Wealth Management Ltd Compliance Team is now fully operational. Both David and Mohammed are highly experienced in their respective...
Pam Fones: 30 Years On
Unbelievably, Pam has been working for Eastcote Wealth (and its predecessor’s) for 30 years as of 13th September. She must have started when she was 16! Seriously though, congratulations from everyone here. Pam has brought her normal dedication, professionalism and...