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Ewan Odie DipPFS - DGS Chartered Financial Planners

Ewan Odie DipPFS

About me

I am a diploma qualified Independent Financial Adviser who specialises in providing holistic reviews and planning service to individuals and corporate market. I provide guidance and advice in the complexities of financial planning and my work ethos revolves around providing a personal bespoke service to my clients and their business’s.

My history

I joined Prudential in 1992 as a Financial adviser and progressed to a Senior Financial Consultant by 2001.
I set up a Practice with my business partner and joined Zurich, later known as Openwork, in 2001. After several successful years we joined a new Network called Caerus Wealth Ltd in 2011 until joining DGS IFA Ltd in March 2014.

My qualifications

  • R04 Pensions and Retirement Planning
  • IFS Level 4 Diploma In Financial Services
  • CII Financial Planning Certificate
  • CII Protection, Savings & Investments Planning Certificate
  • CII Identifying and Satisfying Clients Needs Planning Certificate
  • CII Mortgage Advice Qualification