Edale are a investment adviser for people living in Horsham and surrounding areas
Initial Consultation Free
Independent Advice
Receive unbiased, expert advice.No Minimums
No minimums to access our services.Independent Financial Advisers with clients in Horsham, West Sussex, with experience specialising in Financial Planning, Wealth Management and tailored advice on Savings and Investments, Inheritance Tax planning and Pensions. We have worked in large corporate firms previously and offer personalised advice online, face to face and at times to suit you. Directly FCA regulated. Top tier advice from accessible experts.
We give trusted advice and have grown extensively with long-term relationships.
We like to provide high-touch advice; when and how you need it. No pigeonholing.
“Horsham is a thriving market town with a rich history, excellent schools, and a vibrant cultural scene.“
Lawrie Chandler, Edale Owner
Pensions
Pensions & Retirement
- Workplace Pensions:
Guidance on employer-sponsored pension schemes, including automatic enrollment, contribution options, and pension pot management. - Annuities:
Assistance with understanding and purchasing annuities, which provide a guaranteed income for life or a fixed period upon retirement. - Private Pension Plans:
Advice on setting up and managing private pension plans, such as SIPPs (Self-Invested Personal Pensions), to complement other retirement savings. - Stakeholder Pensions:
Information on flexible and low-cost pension schemes with capped charges and a minimum contribution level is suitable for a wide range of savers. - Pension Review:
Regular reviews of your current pension arrangements to ensure they align with your retirement goals and make recommendations for improvements. - Planning & Investing Your Pension:
Strategic advice on how to invest your pension funds to maximize growth potential while considering risk tolerance and retirement timelines. - Existing Pension Plans:
Management and consolidation of existing pension plans to simplify your retirement savings and ensure optimal growth and security. - At Retirement Advice:
Tailored advice on making the transition into retirement, including when to take your pension, income options, and tax implications. - Pension Freedom:
Guidance on the options available under the pension freedoms, including taking lump sums, flexible drawdown, or purchasing annuities.
Financial Advice
Financial Planning
- At Retirement Advice:
Comprehensive planning for transitioning into retirement, focusing on income strategies, managing living expenses, and ensuring long-term financial security. - Planning & Investing Your Pension:
Developing a customized investment strategy for your pension savings, considering your financial goals, risk tolerance, and time horizon. - Wealth Management:
Holistic financial planning and management of your entire portfolio, including investments, pensions, savings, and other assets to grow and protect your wealth.
Investments
Investments
- Investments:
Expert advice on building and managing an investment portfolio, including stocks, bonds, mutual funds, and other investment vehicles aligned with your financial goals. - Wealth Management:
Integrated services for managing your investments, including portfolio diversification, risk assessment, and ongoing performance reviews to maximize returns.
Pensions
Tax & Trust Planning
- Pension Freedom:
Advice on managing tax implications when accessing your pension under the pension freedoms, including tax-efficient withdrawal strategies. - Wealth Management:
Strategies for minimizing tax liabilities on investments, pensions, and estate, including the use of trusts and tax shelters to preserve wealth for future generations.
Saving
Savings
- Private Pension Plans:
Recommendations for long-term savings through private pension plans, with options tailored to your individual financial situation and retirement goals. - Stakeholder Pensions:
Savings plans that offer flexibility, low charges, and tax benefits, ideal for those seeking to build their retirement savings in a cost-effective way.
Are you seeking investment adviser?
If you are looking for investment adviser, contact us as we work in West Sussex (RH13) and get a free no-obligation consultation. You can book a financial advice appointment.
The value of independence advice for Financial Planning, Wealth Management and tailored advice on Savings and Investments, Inheritance Tax planning and Pensions
We are Independent Financial Advisers (IFAs). This means our advice is totally independent of any financial institution or product provider. It means that we can select products or services for you from the whole of the UK market and are not limited or constrained.
Our service is personal and adaptable, with one-to-one advice. We strive to build strong relationships with our clients so that we can meet their needs over the long term.