Reviewing portfolio
'Embrace' Edale
No Adviser. Poor adviser. Changing Adviser.
Policy not performing. Need a review. Circumstances changed.
Edale can assist
A wealth boutique focusing on investments
Edale is a wealth boutique focusing on investments and investment-related services for investment firms, entrepreneurs, business leaders and builders as well as private clients.
We focus on monitoring, managing & caring for financial assets.
Excellent! Great advisor.
Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we have. He has dedicated all the necessary time and has been proactive.
Great Service from Edale!
Thank you
Thank you very much Lawrie for your effective diligence!
Very professional, easy to work with, could not ask for a better partnership when investing hard earned money.
Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for him or Edale. Lawrie explained everything item step by step during the transfer of my investment. I will in the near future transfer my other investment with Lawrie and Edale. First class service many thanks.
Very good and most helpful
Excellent help
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 am very happy with the outcome and intend to continue the relationship in the longer term.
Very efficient and informative.
Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!
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 for a way to recover the funds that my former employer debited from my salary to place it in the Australia Superannuation. For almost 5 years I was looking for advice to recover my funds… Read more “My complications ended when I came across Edale”
Well worth knowing.
I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a pleasure to work with.
First class service
Have only been with Edale for a short while but so far they have been very attentive and demonstrated a clear understanding of my financial planning requirements. Very impressed.
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
Diligent and responsive!
I was visited by Lawrie Chandler in São Paulo, and shortly after I asked for his assistance with regards to a divestment. He guided me through the process and assisted even after I realized that there was some problems with my request. His diligent and responsive handling helped me sort out the situation and made… Read more “Diligent and responsive!”
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.
One click to contact us for a no obligation chat
Supporting your plan
Edale are happy to take over management of your plan.
There is no transfer costs to switch to us.
What we will do
Make things easy to understand Be available for when you need us Diversify your investments Frequent reviewsWhat we won't do
Disappear with no trace Leave you confused or unclear Use exotic investments Not listen to youPlans 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.
Regular savings
Model portfolios and risk-profiling
Linking you to a model portfolios built from the limited range of funds in the wrapper
Income
Cautious
Growth
Lump sum
Investment advisory
Investment selection and advice from across a wide investment universe
Bespoke
Income
Cautious
Growth
Accolades
Best International Practice in Asset Management/Life Products/Bonds
International Fund & Product Awards 2017
Best Best-Practice in Offshore
International Fund & Product Awards 2017
Finalist best new entrant
Sustainable Investment Awards 2016
Best International Practice
International Fund & Product Awards 2016
Best Asset Management House in Europe
International Takaful Awards 2015
Best fund of funds
MENA Fund Manager Awards 2015
Corporate Social Responsibility
Investment Marketing and Innovation Awards 2015