EWS Financial Advisers
About the company
EWS Financial Advisers trades as Executive Wealth Services. The firm is FCA-regulated and provides independent, whole-of-market financial advice. It is a Chartered financial planning firm with offices in Edinburgh and Glasgow, serving clients across Scotland. David Garvey is Managing Director and Chartered Financial Planner, with over 20 years' experience advising clients on investment strategy, retirement planning, tax and trust planning.
Clara Jackson is a Chartered Fellow of the Personal Finance Society. Keith Duncan is a Financial Planning Specialist with over 25 years' experience across corporate banking, pensions and financial planning. The firm follows a 6-stage wealth review process. It provides pension, investment, retirement, inheritance tax, business wealth and family planning advice.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I'm happy to say I've always had the best service from all at EWS in my year plus of personal advice. Clara my adviser is so impressive in both depth/breadth of knowledge and applying it with skill and intuition to match my needs. She truly cares about the client and their unique issues, which seems to be the EWS team's ethos. Her clear translation of all the financial jargon is a huge plus! I now feel so much clearer and in control of this area of my life. Thanks so much Clara and the team!
EWS took the time to go through our finances thoroughly and provided unbiased, solid advice, based on our outlook towards investing. I'd highly recommend their services.
Clara was recommended to us via an independent source. We had some questions about our own personal pensions and our investments. Clara took the time to meet us at a convenient time for us and spent time detailing our options and then further took the time to write it all down and email it to us for future use. We have taken her advice and it has been spot on. We highly recommend this FA service and in particular Clara for her excellent customer service and attention to detail. Thanks again.
Clara was extremely helpful. During our free consultation she provided some really useful tips based on my situation. She showed great integrity by advising that using her paid services would not be beneficial for me at this point in time. Will definitely come back if my situation changes. Thank you!
I went today for an initial conversation. I found the chap I spoke to unprofessional, rude and condescending and I left as soon as I could. Mumbling to the point of being unintelligible, not making any notes till his subordinate came in to do it half way through and I left feeling really awful. Really unhelpful and I would never go back
Had a really good experience with Matthew who was extremely helpful and I’ll be back in touch at a later date. Fantastic knowledge and would recommend Matthew and his team to anybody.
Thanks to Matthew's expertise and guidance, I feel confident that I have made informed decisions about my pension that will help me secure a comfortable retirement. I highly recommend their services to anyone seeking professional financial advice.
Financial advisers in Edinburgh compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Edinburgh are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Strategic Wealth Solutions | ★ 5,0 | 91 | No |
| 2 | Purpose Financial Planning | ★ 5,0 | 19 | No |
| 3 | Headsup Wealth Financial Advisers | ★ 5,0 | 18 | No |
| 4 | Amber River Johnston Financial | ★ 5,0 | 2 | No |
| 5 | EWS Financial Advisers (this page) | ★ 4,8 | 45 | No |