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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

  • 03Mar
    2022

    Shall I sell everything and switch to cash?

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    You could be forgiven for asking – should I sell all my investments and put everything into cash? Investors have had a lot thrown at them in recent months, with the emergence of the Omicron variant, rising inflation worries and the prospect of higher interest rates. To these concerns, we can now add the Russian...

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  • 26Jan
    2022

    Working arrangements at Flowers McEwan

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    Like many of you, our work patterns and formats have changed radically over the last two years. We are working on a strategy for the future and would appreciate your feedback. Obviously, we have learned to “work from home”. Whilst that is easier and more flexible on the face of it, there are significant downsides...

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