About Us
McEwan Wallace Wealth Management Ltd was established on 1st October 2003, when the client bank and staff of Agnew Lowther & Bates (Financial Management) Ltd were transferred to the new company creating McEwan Wallace Wealth Management Ltd.
We are directly authorised and regulated by the Financial Services Authority, and we are not members of any network or tied to any other financial institution. We therefore offer truly independent financial advice to clients. Our FSA registration number is 223814 and this can be checked at:
http://www.fsa.gov.uk/Pages/register/index.shtml
As we are able to offer both fee basis and commission payment bases, we operate with absolute transparency and with no product bias based upon commissions payable. Where we conduct business on a fee basis it may be possible to use any commission received to offset the fees.
Wealth News
- Option to auto-enrol ahead of staging date introduced
- Pension lifetime allowance election deadline looming
- Budget to drive pensioners abroad
- HMRC rules allow for maximum ISA and JISA benefits
- HMRC urged to clarify rules on annual allowance charges
- ICAEW urges government to encourage business investment
- Auto-enrolment regulator says non-compliance will result in fines
- Employees warned off choosing short-term loans over quitting pensions
- HMRC concern over lack of pension protection
- Tax breaks on lump sums for 'traditional' couples
- Changes to be made to lifetime pension allowance
- Don’t miss out over carry forward and PIP rule
- FSA warns of 16% commission pension transfer scheme
- Urgent lock in protection needed for pensions
- Advisers to lose £80m say Standard Life
