We founded
Edison to provide
individuals and families with an
alternative source of advice to private banks
and other financial institutions.
Our common experiences led us to identify a need for a different type of wealth management company - one that aligns financial resources to its clients priorities and ambitions.
We have created a business that takes time to understand its clients’ priorities, that talks clearly and is free from the conflict of interest that product-based commissions, institutional targets and shareholder objectives can often create.
The Edison service is based on a multi-managed approach, drawing on a range of experts and providers, using a rigorous selection and monitoring process.
All of this means that Edison is able to be resolutely client-focused, providing a single, co-ordinated relationship for all your financial planning needs.
Our common experiences led us to identify a need for a different type of wealth management company - one that aligns financial resources to its clients priorities and ambitions.
We have created a business that takes time to understand its clients’ priorities, that talks clearly and is free from the conflict of interest that product-based commissions, institutional targets and shareholder objectives can often create.
The Edison service is based on a multi-managed approach, drawing on a range of experts and providers, using a rigorous selection and monitoring process.
All of this means that Edison is able to be resolutely client-focused, providing a single, co-ordinated relationship for all your financial planning needs.
Founders
Justin Small
James Brown
Justin Small
Justin has been providing strategic tax and financial planning advice to individuals, families and owner-managed businesses for over 15 years.
He has held director level positions at some of the leading financial planning and investment management companies, including Rensburg Sheppards and Towry Law.
He also consulted with wealth managers and private banks, defining their UK offerings.
Justin Small
James Brown
Justin Small
Justin has been providing strategic tax and financial planning advice to individuals, families and owner-managed businesses for over 15 years.
He has held director level positions at some of the leading financial planning and investment management companies, including Rensburg Sheppards and Towry Law.
He also consulted with wealth managers and private banks, defining their UK offerings.
