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Lifestyle Financial Planning, Company Director Services, Employee Benefits
EWM Financial Planning has offices in Norfolk, Northamptonshire and London. We were established in May 2022 and are a growing firm that is looking to grow in the Norfolk area.
Get In Touch
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About EWM FP Ltd
EWM Financial Planning is a UK-based independent financial advice and wealth management firm operating out of Sywell, Northampton. They specialise in providing bespoke financial strategies that reflect each client’s lifestyle, goals, and risk tolerance, rather than using a one-size-fits-all approach.
With a focus on lifestyle financial planning, EWM helps individuals and families forecast their long-term financial trajectory through tools like lifetime modelling, while also advising on pensions, tax-efficient investments, protection, and mortgages. For business owners and company directors, they offer services such as profit extraction planning, corporate tax planning, shareholder protection, company investment accounts, and tax-advantaged protection arrangements.
EWM also supports businesses through employee benefits advice, including group protection, employer pension schemes, and salary sacrifice options. Their team combines financial acumen with deep client engagement, aiming to close the gaps that other advisors might overlook and deliver clarity, confidence, and long-term peace of mind.
Alan Boswell Group
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ewmfp.co.uk -
6 employees -
155 Wellingborough Road,
Rushden,
Northamptonshire,
NN10 OBG -
+447825543629
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Who to contactJeremy Heal
jeremy.h@ewmfp.co.uk
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Why Norwich?
Norwich is a £10 billion economy with 24,000 businesses and nearly 160,000 jobs of which 11,610 are in financial and related professional services. It benefits from proximity to hubs of financial and business activity in London, Cambridge and Ipswich.
Over 200 years in the making, Norwich is recognised as a centre of excellence in insurance, financial and professional services. Norwich is one of the largest general insurance markets in Europe with the 2nd highest concentration of insurance jobs in the UK (ONS, 2016). In addition to attractive career opportunities, it offers outstanding quality of life, and the benefits of living in a vibrant, affordable, culturally advanced and accessible city.
Norwich is the home of important businesses and brands in financial services and insurance that are taking advantage of the unique ‘value’ on offer.
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