Who We Are
Edison is an independent, fee-based wealth management firm providing financial planning and discretionary investment management advice that helps individuals, families and trustees grow and create wealth.
We are independent and directly authorised and regulated by the Financial Conduct Authority.
Wealth only becomes meaningful when it is directed to help achieve an individual’s goals. Our role is to help our clients make their money meaningful by enabling them to give their wealth purpose and direction.
We have brought together a team of experts in the fields of tax and investments, working together so there are no gaps in planning for your future. And when circumstances change, we’ve got all the bases covered, helping our clients make smart decisions, quickly.
We do not have relationship managers. Instead you will have access to our investment managers and financial planners, who are able to answer your questions or provide you with additional support, quickly and accurately.
What makes us different?
- Independently owned and independently minded, with only our clients’ interests to look after
- Straight talking and unpretentious, our advice is clear and to the point
- Contemporary in our approach, challenging convention and embracing new ways of looking at the same old problems
- High levels of technical expertise, bringing experience gained in larger institutions into a more personal service
- Thoughtful, responsive and always putting our clients at the heart of what we do
- Integrated service including financial planning and discretionary investment management
- Simple and transparent fee structure
Meet the team
Justin has spent the last twenty-five years advising individuals, families and trusts on their tax and financial planning needs. He learned his trade in the City, including senior positions in Towry Law and Investec. He left Investec in 2007 to start Edison with James Brown, where he now uses his years of experience to help our clients shape the futures they’re aiming for. Justin holds both the Financial Planning and Advanced Financial Planning Certificates from the Chartered Insurance Institute.
With over twenty years of financial markets experience, James started his career in management consultancy with PwC, then investment banking with JPMorgan. Ten years later, he switched focus from corporate clients to ‘real people’ and quickly concluded that being truly client-focused would require a new company with a new approach. He founded Edison with Justin in 2007 to do just that. James is a chartered member of the Chartered Institute of Securities & Investments.
After completing his masters in Economics, André qualified as a financial adviser with the Chartered Insurance Institute. During his nearly 20 years in the industry, André has spent six years advising clients and the rest helping to develop and grow businesses. André joined Edison in 2010 where he uses his client-facing and business expertise to make sure that our services remain second to none.
Scott has seventeen years’ financial services experience and started his career as an investment analyst before turning his attention to the world of financial planning. He worked at Baillie Gifford and Mercer before joining Edison at the beginning of 2014. Scott holds the Advanced Diploma in Financial Planning and specialises in complex tax and pension issues which means he is often in high demand from other professional advisers to present his insights on changes in legislation.
Chris joined Edison in 2011, having graduated from King’s College London with first class honours in business and economics. He sits on our Investment Management Committee and is a chartered member of the Chartered Institute of Securities & Investments.
Matt has a keen interest in operations and management, having graduated with a first class honours degree in Business Management from Newcastle University in 2016. Matt continues to follow this passion by joining Edison in 2018 as part of the business team.
As an Associate, you will quickly become a key member of the Edison team. This is an excellent opportunity to enter the field of wealth and investment management. You will learn from the ground up what it takes to advise High Net Worth clients. The role is key to providing the high levels of service our clients expect, as well as contributing to the smooth running of the team.
Individuals & Families
Read how our financial planning and
investment management can help
individuals and families grow,
protect and pass on their wealth.
Read how our discretionary investment
management and trustee consulting
can help trustees and deputies do
a better job for beneficiaries.
Contact us to see how we can help.
+44 (0) 20 7287 2225
The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Trusts, Wills and Powers of Attorney.. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.