Edale is a professional services company that offers financial advice, investment services, and business services to a wide range of clients, including individuals, families, public authorities and businesses. We specialise in financial advice, investment service, enterprise development, monitoring + evaluations and creative design.
The first company formed on a snowy January in 2014. Since then, the business has grown into new business lines and invested in portfolio companies to grow new independent enterprises. With a background in private banking and investment management, the firm offers a broad range of financial services and additional business advice. With a global thinking and background in international work, we are broader in our perspective than most firms .
The company also “does good” by operating in an environmentally friendly and socially positive manner. We like to make change and support good causes. We do not exclude anyone from our services which makes us accessible experts. The business has a social purpose of improving the sectors in which it operates, which means we have made decisions that are not commercially oriented but achieve a positive outcome.
Global perspective
We work across the world and know the complications in trying to access sensible investment planning and headaches of bureaucratic paperwork.
In person and online
The advances of technology and working patterns mean more people work across the world in various time zones and need advisers that share those experiences and can offer them advice in flexible ways to suit their needs.
Institutional backgrounds
The team at Edale learnt their craft within institutional firms so can bring the benefits of corporate investing to private clients and wholesale firms.
Accessible experts
Advice for Everyone, at Every Stage of the Journey
In simple terms
Edale was born out of a desire to provide world-leading products and services to clients' across the world.
The founders are qualified investment practitioners that regularly travel to clients.
595,359 km travelled
76 cities seen
25 Countries visited
To advise you
Hand picked investment talent
Edale hand picks fund managers and investment products from a constantly evolving universe to provide a suite of best in class investments for the client.
Whatever the client situation, we focus on creating investments that are tailored to each client’s unique needs.
We have a broad investment perspective and support the advisers relationship.
Client focused and ongoing service
Edale has an investment approach and profiling process that was developed in the institutional market though just as valuable for high net worth investors.
Our new client approach focuses on:
- Risk control - downside protection should not be overlooked in the quest for growth
- Time horizon - wise investors focus on the long term
- Robust investments - good investments require ensuring strength of counterparties and providers
An agile superpower
Big firm experts offering superior products that show flair and leading edge thinking
Edale’s Positive Social Impact Mission
Financial independence stands as a fundamental building block for personal freedom and security at Edale. Our goal is to enable people to direct their financial future no matter where they begin. We aim to open financial literacy and saving strategies to all persons regardless of their current financial status.
Removing Barriers to Financial Advice
Our mission compelled us to eliminate portfolio size limits. We made this decision because we believe that financial advice needs to be accessible to everyone regardless of where they are in their financial journey. Our clients always receive value for money through our flexible system which allows more people to receive personalised guidance.
Free Financial Advice Consultations
We provide complimentary consultations at flexible times to help direct people toward the appropriate next steps since not all individuals need or are prepared for complete financial advice. In these sessions we will evaluate your requirements and decide how to best support you. In cases where full advice isn't appropriate we will instead offer precise answers and direct users to useful resources or provide straightforward actionable steps.15
Simplifying Financial Planning
A lot of people find financial planning advice overwhelming and difficult to understand. At Edale we strive to make financial processes straightforward. Our guidance remains clear and confident when direct courses of action exist to help you make knowledgeable decisions without added complications.
Empowering Financial Independence
Our main purpose is to support you on your journey to financial self-sufficiency. We provide assistance whether you need help understanding savings strategies or building future financial plans and making better decisions.
At Edale we function as more than just a financial advisory firm because we function as a partner guiding you toward a brighter and more secure future. Our mission is to create significant positive change in people's lives through education and personalised guidance on financial topics.
What we do
Edale is focused on building good financial households (personal financial advice) and investible workplaces (business advisory).
Personal financial advice
Make informed and timely decisions about your financial affairs.
Director's financial advice
Financial advice for businesses and directors
Improve business performance
Edale advice for scaling and growing firm through coaching, financial fitness and investment readiness.
Press Cuttings
See where Edale’s experts have been quoted in the media.
-
Chance for a new start
Publication: Zeit Sprachen https://www.zeit-sprachen.de/ | Date: 6 March 2025
Quote: “When Lawrie Chandler lost his job, he didn’t let himself be discouraged and started his own company. Here the financial advisor talks about his new beginning.”
-
How Much Of My Paycheck Should I Save?
Publication: SuperMoney https://www.supermoney.com/ | Date: 4 November 2024
Quote: “Once you start earning the first paychecks its important to ensure some money is put away for a emergency’s, rainy days and for retirement.”
-
How to complain properly to get the result you need
Publication: Saga Money https://www.saga.co.uk/saga-money-news/ | Date: 18 September 2024
Quote: “Go through the financial provider’s complaint process before raising the issue with an Ombudsman. “
-
What Advice Do You Have for Beginners Building Investment Portfolios?
Publication: Brokerage Tips https://brokeragetips.com | Date: 9 September 2024
Quote: “Adopt an Accumulation Mindset.”
-
I’m a financial adviser and lost track of my £58k pension
Publication: i News https://inews.co.uk/ | Date: 6 September 2024
Quote: “Pensions are not easy to keep track of over a lifetime so it’s quite common for one, if not more, to get overlooked and forgotten about. Need for experts to help track and consolidate pensions.”
-
How you can invest in London property without being a homeowner or landlord
Publication: Evening Standard https://www.standard.co.uk/ | Date: 19 October 2023
Quote: “Lawrie commenting on the use of Real Estate Investment Trust, or REIT, as a route to property investing”
-
How Edale Experts Are Guiding Clients Through Volatile Markets
Publication: Nerd Wallet https://www.nerdwallet.com/ | Date: 5 September 2024
Quote: “Lawrie commenting on ease of challenger and tradtional bank account opening”
-
Government Help to Grow scheme: training to accelerate your business
Publication:Natwest Bank https://www.natwest.com/ | Date: 3 March 2022
Quote: “Profile of Edale on undertaking Help to Grow: Management programme.”