your investments
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
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
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.
Register for secure portal
Edale secure area is where we store the main documents on you and share private messages.
Log in to Client Portal
Access your secure area with all your Edale client docs