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Millstone strength
Industrial innovation

We focus on monitoring, managing & caring for financial assets.

Are you tired of financial advice that leaves you feeling uncertain about your future? Do you want an investment partner who can help you achieve your financial goals? DO you need business support? Do you require effective marketing communications for your Council? All these are available under one roof. Look no further than Edale!

At Edale, we offer a comprehensive range of services that are designed to help you make informed decisions and take control of your finances. Whether you're an individual, a family, or a business, we have the expertise and experience you need to succeed.

Our business is divided into four key units, each of which provides unique and valuable services:

  1. Financial Advice At Edale, we believe that everyone deserves access to reliable financial advice. Our team of experts will work with you to create a personalized financial plan that takes into account your unique circumstances, goals, and risk tolerance. Whether you're looking to invest, save for retirement, or protect your family's future, we have the expertise you need to succeed.
  2. Investment Services Our investment services are designed to help you grow your wealth and achieve your financial goals. From venture financing to portfolio management, we offer a range of investment options that are tailored to your specific needs. Our services include:
  • Regulated deal making
  • Bespoke mandates
  • Due diligence
  • Financing modelling
  • Investment readiness
  • And everything in-between!
  1. Enterprise Development Small businesses are the lifeblood of the economy, and we're committed to helping them succeed. Our enterprise development services are designed to help small businesses innovate and accelerate their growth. We offer a range of services, including:
  • Business advice
  • Coaching and mentoring
  • Access to finance advice
  • And more!
  1. Creative Design and Marketing At Edale, we understand that design and marketing are critical components of any successful public organisation. That's why we offer a range of creative design and marketing services that can help you stand out and delivery exceptional marketing communication to your service users and customers. Our services include:
  • Graphic design
  • Marketing plans
  • Social media marketing and advice
  • And more!

At Edale, we're passionate about helping our clients achieve their financial and business goals. With our comprehensive range of services and expert team of professionals, we're confident that we can help you succeed. Contact us today to learn more about how we can help you take control of your finances and grow your business!


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.

In simple terms

Edale was born out of a desire to provide world-leading products and savings 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

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.