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About Us 2018-01-03T16:34:06+00:00

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
  • 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
  • No conflicts of interest, we choose not to manufacture our own products
  • Integrated service including financial planning and discretionary investment management
  • 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.

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.

André Pimenta

André manages Edison’s business development activities, so he’s responsible for communicating what we do and identifying ways we could do it even better – all whilst ensuring that Edison continues to grow responsibly.

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 fifteen 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 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.

Alice Sanders

Alice works in the financial planning team and supports the financial planners in the preparation of client advice and ensures that the implementation of our advice runs smoothly and quickly.

Chris Barrie

Chris is responsible for investment research and the day-to-day management of client portfolios. He focuses his time on analysing what the financial markets are doing, why they’re doing it and what they might do next.

Scott has fifteen 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.

Alice graduated in 2015 with first class honours in Mathematics from the University of Sheffield and now uses her knowledge of stochastic processes to establish whether clients are on track to achieve their goals. Alice is currently working towards a Diploma in Regulated Financial Planning where her experience in codes and cryptography also helps in deciphering the latest tax 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.

Imogen Howells

Imogen is responsible for investment reporting to keep our clients informed on progress and portfolio administration to ensure that client portfolios stay aligned with their strategies.

Darrin Bunt

Darrin is responsible for marketing, communication and the development of new client relationships.

Having graduated in 2015 with a degree in Civil Engineering from the University of Leeds, Imogen decided to apply her problem-solving skills to the construction of portfolios, rather than bridges. Imogen joined Edison in 2016 and is currently studying for the Investment Advice Diploma.

Darrin has vast experience as a client development professional. He has spent the last eight years working in the wealth management industry and, before that, ran his own successful mortgage advisory business in his native New Zealand. Darrin joined Edison in 2016 and helps to identify new clients that could benefit from Edison’s ‘people first’ approach to wealth management.

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 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.