Financial Planning and Wealth Management

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Flowers McEwan is a financial planning practice specialising in wealth management.

 

IT’S ABOUT YOU…

We are here to provide you with objective counsel on how to achieve your financial goals, coaching on how to handle your money and comprehensive, independent financial advice.

“To have the financial planning and asset management put in such clear terms was a refreshing change to some of my previous consultations.” Doug Whiteley, Retired, Leeds


 

 

WHY

 

Managing money is not an end itself. Money is a tool for helping you achieve what really matters in your life. So let us help you work out what you really want to do and then how best to organize your finances to make it happen.

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HOW

 

Our Wealth Management service is for your life journey: we want to understand where you are now (your circumstances), where you want to be (your goals) and how best to help you get there (your financial plan).

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WHEN

 

Usually a major life event triggers the need to get some advice. Receiving an inheritance, selling a business, landing a well paid job, getting married, having children, bereavement, retirement.

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WHO

 

Our Wealth Management service works really well if: you have investments or pension funds with a total value over £1,000,000 (our minimum is £500,000); or you earn over £100,000pa; or your financial affairs are complex and you need comprehensive advice.

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Our People


Recent news from Flowers McEwan

  • 14Dec
    2017

    Social Impact Investment – Avoid Harm, Do Good, Make Money

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    For the past 25 years I have been asking people what they want from their investments. The top five requirements have been: 100% security – I want my money to always be there if I need it Low volatility – I don’t want the value to go up and down too much High income –...

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  • 14Dec
    2017

    How The Autumn Budget Might Impact You

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    Tax Rates and Allowances Everyone gets the benefit of an increased personal allowance. This means that no one pays tax until they earn over £11,850 per annum. The savings income zero percent starting band stays at £5,000 per annum for non-taxpayers, £1,000 for basic rate taxpayers and £500 for higher rate taxpayers The higher rate...

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