About us

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.

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

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.

Financial advice

Director's financial advice

Financial advice for businesses and directors

Business financial advice

Improve business performance

Edale advice for scaling and growing firm through coaching, financial fitness and investment readiness.

Visit Edale Accelerate

Press Cuttings

See where Edale’s experts have been quoted in the media.

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