No Adviser. Poor adviser. Changing Adviser.
Policy not performing. Need a review. Circumstances changed.
Edale can assist
On track to your goal?
Lots of clients investing in expat or international saving's plan want to ensure they are heading towards their financial goal.
Circumstances change and maybe you've not heard from your adviser since starting the policy. Are you holding the correct investments in your portfolio?
Edale is a globally aware investment boutique. We can now help private client's to get more from their existing plans by providing long-term management and effective maintenance of your savings plan.
Lots of controversy surrounds insurance savings plans from Generali, RL360, Hansard, Friends Provident International, Old Mutual (Royal Skandia) and others. These issues frequently start where a plan was not fully explained. A 20-year saving's plan requires commitment close to these length and also maintaining the minimum contribution agreed at outset. Reading a valuation a short way into the investment period or stopping contributions ( where charges are linked to the initial premium ) can have a detrimental impact on the exit value. We can help you understand these products and ways to improve the outcome.
If your regular savings plan is not growing to the scale you expect or longterm commitment needs to change due to your circumstances we can help.
Edale's Embrace strategy aims help clients improve the outcome where they have a regular or lump sum unit linked savings plan.
Supporting your plan
Edale are happy to take over management of your plan.
There is no transfer costs to switch to us.
Plans we can service
We can support regular and lump sum savings plans servicing you and updating on progress.
Additionally we can invest you in to a suitable investment strategy matched to your risk profile.
Model portfolios and risk-profiling
Linking you to a model portfolios built from the limited range of funds in the wrapper
Investment selection and advice from across a wide investment universe
Send us a message or contact us via a method below.