Ewan works with our private clients. He advises on investments, portfolio construction, retirement planning, personal protection and inheritance tax.
Career
Ewan has worked in the financial services industry for over 20 years and joined us in 2019. He previously worked as an Advisor within the Private Banking division of the Lloyds Banking Group. Prior to that, he held a variety of roles within Lloyds, where he started his career, including Wealth Relationship Manager.
Memberships
The Personal Finance Society
The Chartered Insurance Institute
Education
Diploma in Regulated Financial Planning
CIOBS Diploma in Specialised lending
Dunfermline High School
Leisure
Ewan’s a keen music fan. He also enjoys watching football, keeping fit and eating out.