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) and 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

  • 22Dec
    2016

    Marriage Allowance

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    This tax allowance allows you to transfer £1,100 of your personal allowance to your husband, wife or civil partner.   It can reduce their tax bill by up to £220 a year. There are certain eligibility rules but if you qualify you can apply in the current tax year and backdate it to last year when...

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  • 22Dec
    2016

    SOCIAL INVESTMENT TAX RELIEF

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    Much as we might like it, when it comes to investment we can’t have our cake and eat it.  However, if you are someone who would like to see a positive social return, as well a financial return on your money, then you may wish to consider Social Investing. For some investors social investing can...

    Read more