Private Client

Financial advice for individuals

Guiding you towards a secure and prosperous financial future.

Financial well-being is our focus. Whether you need an independent financial adviser for a specific need or a full plan, we specialise in crafting plans around you. Our expertise spans a wide range of services, including retirement planning, investment management, tax optimization, and estate planning.

We help all types of individuals from:

  1. career starters to retirees
  2. shopkeepers to board directors
  3. business owners to rainmakers
  4. People in the UK to expatriates around the world
  5. Americans in the UK or dual citizens in the UK

Everyone gets a client-focused approach, focused on your unique goals and circumstances.

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 manager

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

US Persons in UK

Helping Americans or US passport holders with UK financial advice

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.

Fees

Edale is an open and transparent business. So this question is always on new clients' mind. Independent financial adviser fees vary from firm to firm and service need and complexity. The table below sets out the standard industry fee model and our approach and options available. We also highlight the most common.

If you’re seeking general guidance on budgeting and/or debt management, free advice can be obtained from reputable sources such as the Money Helper, Citizens Advice Bureau or (if you’re over 50), the government’s Pension Wise service.

We want to build lasting relationships so reduce our initial fees to grow loyalty based on ongoing service delivery.

Initial Advice fees

Industry Standard Fees
typical adviser costs - please note, these are guidelines only.
3-5%

Ongoing Advice fees

Industry Standard Fees
Typical adviser costs - please note, these are guidelines only.
Upto 1.5%

Testimonials

What our financial planning clients' say about us.

Expert advice!

I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your

Laura

Well worth knowing.

I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a

Timothy

Thank you

Thank you very much Lawrie for your effective

Michael

dual US/UK nationality family

Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I

Gavin

My complications ended when I came across Edale

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking

Jose

First class service

Have only been with Edale for a short while but so far they have been very attentive and demonstrated a

Paul

I had a long conversation with Lawrie Chandler to explore the financial implications of moving my tax residency from the US to the UK. I found his knowledge of the pros and cons very helpful.

Some specialists in international relocation and tax affairs who will give only a short interview and are sparing in their

Mark

Very efficient and informative.

Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely

Danny

Great Service from Edale!

Darren
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