Investments

Investment Advice

Am I going to be ok..? A question we're often asked and pretty much always answer with '...we always ensure your investment strategy and your goals are aligned...'

Investment Adviser Edinburgh

Executive Wealth Services provide investment advice for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term. Our investment advisers Edinburgh offer a no-obligation consult for everyone.

We can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk and return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. 

Structuring your wealth in a way that minimises the impact of these changes is essential.

Our team can assist you with different types of investments, as well as making recommendations as to how your investments fit in with your overall Financial plan. We have specific expertise in:
  • advice on regular savings
  • advice on lump sum investments for growth,
  • advice on lump sum investments for income,
  • advice on New ISAs (NISAs),
  • advice on bonds
  • advice on Capital Gains Tax
However, please do get in touch to discuss how we can help you with any financial matter. If we can't help you then we probably know someone who can.

Why choose Executive Wealth Services?

If you're reading this it's likely you're thinking about making a big decision. Who can you trust to help decide how and when and where to invest your money? By understanding you, your needs and wants are all unique to you, we are confident of meeting and exceeding your expectations. Executive Wealth Services have a combined experience of over 75 years assisting clients and each member has built a strong reputation for client satisfaction. As we work together, you will realise we're not just investment advisers. Each of your options will be thoroughly explained, mindful of any tax implications and your preferred level of risk. 

Our service is entirely tailored to your circumstances and we will always advise in your best interests.

Contact our Investment Advisers Edinburgh

We are Independent Financial Advisers, but probably better described as Chartered Financial Planners. We do more than simply offer investment advice, we help you to plan for a protected Financial future whether you are just beginning your working life, marrying, beginning a family, actively saving for or at (and beyond) retirement. Your Financial requirements and goals will evolve as you go through life and we want to be with you each step of the way. EWS - Investment Advisers Edinburgh.

Call us now on 0131 564 1222 or leave us your contact details and a member of our team will get right back to you. To your success.
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