How we help

Our clients tend to have personal circumstances that require more than one type of adviser. As well as Edison, they often need help from other disciplines such as lawyers or accountants.

Every client is different and they need different help at different stages of their life, but one thing always remains the same – they don’t like finding themselves playing ‘piggy-in-the-middle’ with their advisers.

When advisers don’t work well together, a client can be reduced to ferrying conflicting messages around, leaving them feeling confused and isolated.

We work collaboratively, making sure that every client receives joined-up advice. We’re professional, responsive, inclusive and communicative. If there’s an issue that needs to be addressed we’ll let you know. If everything’s going well, we’ll let you know too.

Family lawyers

We help untangle the complexity of financial remedy cases and will work with you to negotiate a better financial outcome for your client.

We can assist with the initial disclosure and will support your own fact-finding process by identifying any gaps in information.

The Duxbury method has its limitations. By applying our financial modelling, we assess whether income needs really can be met and will give practical straightforward advice on any shortfalls. And by accounting for tax and risk we can determine the true value of an asset to each party, helping to uncover those elusive ‘win-win’ settlements.

In mediation, we can educate your client on the financial issues ahead of mediation meetings so they feel reassured and in control.

Our advice covers all elements of financial planning, including pensions, investments, protection and tax.