Edale’s mission is to monitor, manage & 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 to end of May. 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.
Book your services with Edale through this form.
Frequently asked questions
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
