Business Details
40 Years
experience
Expert Financial Advisers in Leicester
Established in 1986, Ewing Associates is a leading wealth management firm headquartered in Leicestershire with a satellite office in Central London. Our Managing Director, Tim Holmes, a Chartered Financial Planner with over 25 years of experience, leads a team of highly qualified advisers dedicated to delivering bespoke financial solutions. We specialise in holistic wealth management, combining investment strategy, retirement planning, and tax-efficient solutions tailored to individual client needs. Our approach prioritises long-term client relationships built on mutual trust, regulatory compliance, and comprehensive understanding of client circumstances.We collaborate with external professionals to ensure integrated financial planning, while maintaining rigorous oversight of investment portfolios through strategic partnerships with specialist fund managers. Regular portfolio reviews and transparent communication form the cornerstone of our service, ensuring clients' financial objectives remain aligned with evolving market conditions and personal circumstances.
Services
Investments
Retirement Planning
Inheritance Tax Planning
Protection
Mortgages
Household Insurance
Commercial Finance
Financial Planning
Wealth Management
Mortgage Advice
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in financial advisory services
- Our team consists of certified Chartered Financial Planners
- We offer bespoke, holistic wealth management tailored to your unique needs
- We provide regular portfolio reviews with specialist investment oversight
- We maintain rigorous regulatory compliance through FCA authorisation
Associations and certifications
- Financial Conduct Authority
What people say
Courteously and considerately
Efficiently released funds
Prompt detailed advice
Professional service
Highly recommend
Services
Investments
We create tailored investment portfolios aligned with your risk tolerance and financial goals. Our approach combines strategic asset allocation with active manager oversight to optimise returns. Regular reviews ensure your investments remain aligned with changing market conditions and personal circumstances.
Retirement Planning
Our comprehensive retirement planning service navigates complex pension regulations to create sustainable income solutions. We assess all pension types and develop strategies that balance growth potential with income security for your post-retirement years.
Inheritance Tax Planning
We help minimise inheritance tax liabilities through strategic estate planning. Our specialists develop tax-efficient solutions that protect your assets while ensuring compliance with evolving tax legislation and individual circumstances.
Protection
Our protection services safeguard against financial risks through tailored life and critical illness cover. We assess individual needs to recommend policies that provide security for dependants while maintaining affordability and comprehensive coverage.
Mortgages
We offer comprehensive mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our advisers compare market options to find competitive rates that align with your financial situation and property goals.
People
Tim Holmes
Managing Director
Tim Holmes, a Chartered Financial Planner with over 25 years' experience, leads Ewing Associates. He specialises in holistic wealth management, building long-term client relationships through tailored financial strategies and regulatory-compliant solutions.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, inheritance tax mitigation, mortgage advice, and protection insurance for both private and corporate clients.
How long have you been providing financial advice?
Salisbury House Wealth has delivered financial advisory services since 1986, with our Managing Director Tim Holmes personally advising clients for over 25 years.
Are your advisers qualified?
Yes, our team includes Chartered Financial Planners and certified professionals regulated by the Financial Conduct Authority, ensuring the highest standards of expertise and compliance.
How do you tailor financial plans to individual needs?
We conduct comprehensive consultations to understand your circumstances, goals, and risk tolerance, creating bespoke strategies that evolve with your changing life circumstances and market conditions.
What areas do you serve?
We operate from Leicestershire and London, serving clients across the UK including Cambridgeshire, with tailored financial solutions for regional and national requirements.
