Financial Planning and Wealth Management

phone icon0113 243 5693
divider

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.

Read why >


 

 

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).

Read how >


 

 

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.

Read when >


 

 

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.

Read who >


 

Our People


Recent news from Flowers McEwan

  • 04Apr
    2018

    Easter 2018 – Client Newsmail

    / 0 Comments

    Easter greetings to all our clients. We emerge from a very busy but successful few months. In this newsletter we draw your attention to the developing world of Social Impact Investment as well as the excitement of GDPR and the mystery of Cryptocurrencies. We would also like to say thank you for entrusting us with...

    Read more
  • 04Apr
    2018

    GDPR

    / 0 Comments

    If you haven’t been invited to a meeting about GDPR (General Data Protection Regulation) you can consider yourself fortunate. GDPR will impact on all businesses, charities and organisations. As it happens we are very happy to embrace the changes and will continue to manage our client data with integrity. Please bear with us as we...

    Read more