Protecting your Financial Wellbeing

Financial Advice Service

Our aim is to work with our clients in a long term partnership providing a high level of service and appropriate solutions for their specific needs. We act solely in your best interest at all times and do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and we aim to ensure that you will always regard your Financial Adviser as a most trusted adviser.


 

EP Wealth Management Ltd provides a comprehensive financial planning service incorporating both your personal and business needs. Everything from arranging your mortgage and protection needs to long term retirement planning and investments. Our client relationships are built on mutual understanding, trust and a fantastic ongoing service that is both professional and friendly. You will always have the freedom to choose from a range of service-based financial planning propositions, designed to meet your individual budgetary requirement throughout each stage of the financial review and advice process.

Contact us today to make an appointment
 

Investment Advice

Structured, efficient and bespoke savings and investment advice sits at the heart of helping you to reach your key financial objectives. Find out more on Investment Advice

Retirement Planning

Planning for your future retirement and managing the period of retirement has become increasingly important as the reliance on future state pension provision has become so much more uncertain.

Mortgage Advice

We have combined our expertise and the latest computer technology to ensure that our clients obtain the most up-to-date advice and products available in the marketplace.


Insurance Services

When it comes to general insurance, it’s got to be right and we can create the cover tailored to your needs and circumstances.

Health Care

We have access to healthcare advisors, who remain impartial and are not restricted to advising from just one private medical insurance provider.

Equity Release

Increasingly, equity release is being considered as part of retirement planning for clients, as people look for ways of improving their income in retirement.


 

Client Testimonials

Eddie has serviced all my personal financial affairs since I was 18 years old, which was some 17 years ago. During this time Eddie has delivered to me the full range of financial services from multiple mortgages, insurance policies, investments and pensions. I have 100% trust and confidence in Eddie who has provided me very significant savings over the years as well as very astute investment and pension advice. Such is my trust and confidence in Eddie I would never let anyone else look after my financial  affairs, and I have referred family and friends to Eddie who now looks after two generations of my family, and no doubt will look after a third generation when my kids are of the appropriate age. Aside from my personal affairs, I also used Eddie as an informal ‘sounding board’ when I was setting up my own company, the words of advice and encouragement Eddie provided me at the time were of great practical help –Bruce Craik, Company Director, Forfar

We’ve known Eddie for the past 16 years. Initially he provided my Wife Veronica & I with mortgage advice which continued up until our mortgage was paid off some years back. He has also provided us with protection, investment and pension advice throughout this time. I have taken a life changing decision to retire in June 2013 some 3 years before normal, therefore I was impressed with Eddie’s attention to detail when he was able to carry out a thorough review and quantify my pension provision which involved analysis of plans from several providers, explain the benefits and drawbacks of the various options on offer where I was able to make an informed decision to choose a drawdown as the solution best suited to my needs. I would only entrust this major financial review and decision on how to proceed with Eddie whom I trust implicitly. Next generation have also been recommended to Eddie where he has gone on to set up a first time mortgage for my Son Ian, his wife Linda & family and continues to provide them with advice as they embark on building their new home. Eddie also carries out regular reviews, provides information of our pension and investment plans. We have always been more than happy to recommend Eddie to family & friends.–Mr David Webster, Technical Manager Arbroath

Eddie has provided financial advice to my husband Michael and I for the past 17 years. He has been very good at providing regular mortgage advice as well as setting up protection and building contents cover for us. More recently he has been instrumental in providing guidance & support when we wanted to sell our current house and downsize. My Son Gary has since also become a client where Eddie has carried on the tradition of providing sound advice for Gary & his family regarding Mortgages, protection, building contents as well as pension & investments. We would always consult with Eddie first regarding any financial matters and have always been happy to recommend him to friends and family.–Mrs Iris Duffy Housewife Dundee

I am a second generation client of Eddie’s who has been financial adviser to my Mum & Dad for the past 15 years.  I first became a client of Eddie’s when he arranged a mortgage on accommodation for my brother & I whilst studying at University of Dundee.  He has since gone on to arrange a mortgage on our first home for my wife & I, provide investment and buy to let advice including self/family protection, building contents and landlord cover.  I am very appreciative of the work that Eddie has performed for me and my family and I intend using Eddie for all future transactions where financial advice is required.–Mr Iain Murray, Technical Support Manager Perth (Scotland)

 

                                                         YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE