Money can bring opportunities, choices and independence, but we know it can also bring concerns, conflicts and responsibilities. And it always brings questions. Whilst we can't predict the future, we can show you how the choices you make now could change it. And however you'd like the future to look, we can help you get there with as little risk and as little fuss as possible.
My solicitor told me about Edison. She said they were very good, so I went to see them and liked their approach straight away. I was part of a management buyout and when the sale happened, my financial position changed substantially. So, I wanted to appoint a wealth manager that could help me and my family plan our future.
My solicitor told me about Edison. She said they were very good, so I went to see them and liked their approach straight away. I was part of a management buyout and when the sale happened, my financial position changed substantially. So, I wanted to appoint a wealth manager that could help me and my family plan our future.
Services
Edison is an independent, fee-based wealth management firm providing financial planning and discretionary investment management advice that helps individuals, families and trustees grow and create wealth. We are independent and directly authorised and regulated by the Financial Conduct Authority. Wealth only becomes meaningful when it is directed to help achieve an individual's goals.
In 2007 Edison was formed out of a belief that a financial services firm plays an important role in society. For its clients, the advice and service can bring security and opportunity. Money makes life easier and it can bring happiness when given purpose and direction.
Our ambition to improve the lives of our clients can be found everywhere at Edison; from our philosophy of 'people first, money second', to the investment we make in our team and how we protect the environment we share with others.We have always had a strong culture of social responsibility. So, we wrote it down and made it part of our corporate governance too.
Our ambition to improve the lives of our clients can be found everywhere at Edison; from our philosophy of 'people first, money second', to the investment we make in our team and how we protect the environment we share with others.We have always had a strong culture of social responsibility. So, we wrote it down and made it part of our corporate governance too.
Financial planning is an ongoing process to help you make informed and sensible decisions about your money, which can make real your hopes for the future. It isn't just about making more money by structuring your finances correctly (you can though). It isn't just because conventional financial thinking causes us to make emotional, rather than logical, decisions with our money (it does).
Our goal is to give our clients the best chance of achieving their investment objectives. In practice, that means constructing investment strategies designed to deliver the return our clients need with as little risk as possible. We don't rely on hunches and we don't bet the house. We apply a methodical, scientific approach to investing that has helped us deliver consistent performance far ahead of the average fund manager.
For those who care as much about the impact their wealth has on the world as they do about what difference it makes to them and their family, we offer a sustainable investment management service that invests your wealth based on your values, beliefs and views.
We actively include specific companies for their positive contribution to society and the environment, such as those providing renewable energy, waste and recycling services or organic farming.We actively exclude those companies whose activities would be viewed as having a negative impact on society or the environment, such as heavy polluters, arms producers or tobacco companies.
We actively include specific companies for their positive contribution to society and the environment, such as those providing renewable energy, waste and recycling services or organic farming.We actively exclude those companies whose activities would be viewed as having a negative impact on society or the environment, such as heavy polluters, arms producers or tobacco companies.
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