Private Client

Nurture and grow
your investments
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Explore options to make informed and timely decisions about your financial affairs.

We have a global view of the world, not limiting ourselves to national boundaries.

We are global operators and can help private clients with their investments where ever they are.

Starting out

Making your own decisions and managing financial affairs. Understanding important principles and getting a grounding in sensible financial affairs.

Independent life

Starting your own personal life into family life where financial priorities are balancing the books, protection and starting long term savings.

Mid life priorities

Beginning to look further out and shaping options to build towards retirement and planning for immediate family financial needs.

Later life planning

Planning your finances, benefit options, income generation, asset protection, estate planning and care funding.

Personal financial planning

DIY
Transactions without advice
Execution only

Deal fee + account maintenance

Edale as gateway to financial markets

Web tools and product information

Benefit from institutional partnerships

Whole service
For complex financial arrangements, working in partnership with other professional advisers
Wealth management

Variable prices

Complex financial arrangements

Frequent 1:1 contact

Monitoring + adjusting financial plan

Access to the team at any time

Advice on request
For client’s needing appropriate financial planning and have a one-off need for advice with no ongoing service.
On demand

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

Business protection

Insure to protect your firm where a key individual dies or seriously ill.

Director pension funding

Business owners should create efficient pension arrangements for them and Directors.

Employee pension arrangements

Advice on and actively administering Employee Pension Schemes.

Improve business performance

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

Get advice from a qualified adviser



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