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.

Philosophy

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.

The Team

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.

Service

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
  • A culture of social responsibility and a founding principle to make the lives of our clients and our staff better.
  • 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
  • Long track record of managing ethically screened and sustainable investment portfolios
  • Simple and transparent fee structure

Meet the team

Justin Small 

Justin is responsible for financial planning at Edison. He spends his time making sure that we know what our clients are aiming for and that we’re giving them the best chance of getting there.

Alice Sanders

Alice is responsible for helping clients organise and manage their wealth. Her scientific background means she approaches her work with rigour and thought, and provides the insight her clients need to think and act with confidence.

Scott Inglis

Scott is a Chartered Financial Planner and pensions specialist. There’s not much he doesn’t know when it comes to tax efficient planning and he spends his time helping our clients structure their wealth in line with their personal aims and ambitions.

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 a first-class honours in Mathematics from the University of Sheffield, Alice uses her knowledge of financial modelling and stochastic processes to establish how clients can best achieve their goals. Alice has 7 years of financial planning experience. She holds the Diploma in Regulated Financial Planning, is a pension specialist and is on her way to becoming Chartered.

Scott has 21 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.

James Brown

James is responsible for investment management at Edison, which means he is ultimately responsible for our overall investment strategy – what we invest in and when. It’s James’s job to make sure that every client’s portfolio is delivering against its objectives.

Chris Barrie

Chris is responsible for investment research and the day-to-day management of client portfolios. Combining expertise in investment selection and asset allocation, he manages Edison’s core and sustainable global multi-asset strategies.

Anna More

Anna is an Associate in the Investment team. Her role covers key functions across investment reporting, portfolio administration and investment research.

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.

Chris is Chair of Edison’s Investment Management Committee and a chartered member of the Chartered Institute of Securities & Investments. He joined Edison in 2011 and holds first class honours in business and economics from King’s College, London.

Anna joined Edison in February 2023 having graduated from the University of Bristol in 2020 with a bachelor’s degree in Economics & Accounting. She sits on our Investment Management Committee and is studying towards the CISI’s Investment Advice Diploma.

Abbie Richardson

Abbie is a Trainee Wealth Manager in the Financial Planning team. Her role involves supporting the team so they can effectively deliver advice and service to our clients.

Abbie joined Edison in 2023 having graduated from Lancaster University with an honours degree in mathematics. She is currently studying towards the CII’s Diploma in Regulated Financial Planning.






Individuals & Families

Read how our financial planning and
investment management can help
individuals and families grow,
protect and pass on their wealth.

read more

Trustees

Read how our discretionary investment
management and trustee consulting
can help trustees and deputies do
a better job for beneficiaries.

read more

Advisers

Read how we work collaboratively with
professional advisers from all fields
to help deliver joined up advice
and services for our clients.

read more

+44 (0) 20 7287 2225
hello@edisonwm.com

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.