Eastcote Wealth continued its sponsorship of the Chartered Institute of Management Accountants annual West Midlands region Ball. Eastcote Wealth advisers and their partners took the opportunity for a fun night out at The Burlington in Birmingham in the run up...
Eastcote Wealth Staff Raise £7,104 For Prince’s Trust
A huge well done to all the staff at Eastcote Wealth on their efforts to help raise £7,104 for the Prince’s Trust over the last 12 months. Lots of hard work involved, particularly from our charity co-ordinator Christine Sherlock and...
Congratulations to 2 of our more experienced colleagues!
Jane Neary and Jonathan Hearn recently celebrated 20 years working for Eastcote Wealth (and its predecessors). We are all very proud of you, and a little in awe!
And Happy Birthday to our youngest!
Sophie Oakes celebrated her 21st birthday. Welcome to the Eastcote Wealth team and Happy Birthday!
Eastcote Wealth Charity Darts Night
Eastcote Wealth held its annual staff charity darts night at the Bulls Head in Barston recently. As usual there was an excellent turn out, including recent recruits to the Eastcote team. Great fun, and food, were had by all. And...
EWM Heroes complete 3 Peaks Challenge
Our two intrepid explorers, David Fleet and Jonathan Hearn, completed the gruelling 3 Peaks Challenge in aid of The Prince’s Trust last month. They were joined by a team from Ingram, Hawkins & Nock including Harry and Lily Law. This...
Happy 50th JR!
Another Eastcote Wealth colleague celebrated a significant milestone recently. Staff marked Operations Director John Ruddick’s 50th birthday with cake and Prosecco in the sunny courtyard of Eastcote Court. John then spent the day enjoying his favourite activity – a round...
Eastcote Wealth now offers Equity Release advice
Congratulations to our lead Mortgage Adviser, Debbie Lavender, on passing her PFS approved Certificate in Equity Release (CerER). She is now authorised to give advice in this rapidly changing area of financial planning. There has been a rapid move away...
EWM Takes The Lead on Training New Advisers
Eastcote Wealth Management have recognised the lack of new talent entering the financial planning sector – a 2016 EY survey found that just 22 per cent of financial advisors were under 40 – so it recently launched a specific Financial...
20 Years at Eastcote Wealth for Sue Hardy
It’s hard to believe but Sue Hardy has been working at Eastcote Wealth (and its predecessor companies) for 20 years. Company director David Fleet made a presentation to Sue to celebrate her milestone.