Edale’s mission is to care for financial assets.
Financial planning is often a lower priority for people. We are in spectacular times where financial planning should be front of mind.
We’ve opened Financial Response clinics to give anyone free financial checkup on their circumstances. Book any time from 8am to 8pm, any weekday from now on. These are for existing clients of Edale and people new to Edale. Edale’s (virtual) doors are open to anyone wanting a confidential discussion on their financial plan.
[su_quote style="default" cite="Client emailing Edale" url="" class=""]What should I do with my investment plan? My adviser cannot be reached.[/su_quote]
Book your services with Edale through this form.
[bpscheduler_booking_form service_ids="2620" location_ids="2939,2299,2298,3085"]
Frequently asked questions
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[su_spoiler title=”Who are Edale?” open=”no” style=”default” icon=”plus” anchor=”” class=””]Edale are a regulated financial adviser and investment firm. The business is based in Surrey, UK but support clients across the UK and abroad.[/su_spoiler]
[su_spoiler title=”I am an expatriate client can we speak?” open=”no” style=”default” icon=”plus” anchor=”” class=””]Yes, we work with international clients.[/su_spoiler]
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What personal financial planning services do you offer?
Deal fee + account maintenance
Edale as gateway to financial markets
Web tools and product information
Benefit from institutional partnerships
Variable prices
Complex financial arrangements
Frequent 1:1 contact
Monitoring + adjusting financial plan
Access to the team at any time
Annual % fee
Personal financial plan
Yearly 1:1 meeting
Monitoring + adjusting financial plan
Access to the team at any time
Pay as you go
One-off need for advice
See team via pay-as-you-go model
Advice on specific circumstances
Mandate driven by you