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
Individuals & Families
Read how our financial planning and
investment management can help
individuals and families grow,
protect and pass on their wealth.
read more
Contact us to see how we can help.
+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.