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Flowers McEwan is a financial planning practice based in Leeds with clients right across the UK. We have many years of experience in wealth management and particular expertise in the area of ethical investment.

 

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.

“I would like to thank you for holding my hand these last 18 months, I am deeply grateful for your steadying influence and advice”. Mrs A.B.


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

  • 24Dec
    2021

    Christmas Holiday Office Closure 2021

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    Please note that Flowers McEwan will be closed for the Christmas break from lunchtime Friday 24 December and we will re-open Tuesday 4 January 2022.  If you need to contact us, please leave us a message or an email and we will be back and touch as soon as we reopen. Wishing you a very...

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  • 15Dec
    2021

    Important News for our clients regarding Trusts

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    Important news for our clients – holders of a “trust” (i.e. “settlor/s” and/or “trustee/s”) Please read the following information, as new UK Government legislation requires you to take action. New rules have been introduced which require most trusts to be registered with HMRC via the Trust Registration Service (TRS). The deadline for registering existing trusts...

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