Maureen’s Story
"Other companies told me that I would be living off the money I had for the rest of my life and therefore needed to ensure it lasted. I wanted a company who would do that job, but who were also caring, thoughtful and would listen."
"Other companies told me that I would be living off the money I had for the rest of my life and therefore needed to ensure it lasted. I wanted a company who would do that job, but who were also caring, thoughtful and would listen."
"Sustainability was already increasingly important to me by the time I sold my business a few years ago. I wanted a balance between performance and environmental responsibility and that’s what I found at Edison."
"It matters to me that my money not only avoids making things worse, but actively goes some way to making things better. As well as how my money is invested, I have appreciated the wider advice Edison have given in areas you would not normally expect."
"I was part of a management buyout and when the sale happened, my financial position changed substantially. So, I wanted to appoint a wealth manager that could help me and my family plan our future."
"I was coming towards the end of my divorce and I needed someone to help manage the settlement sensibly. It was a very turbulent stage of my life where I was having to make huge decisions."
"I found myself responsible for the family business. After a couple of years, the levels of profitability in the business had significantly increased. That is when we turned to Edison."
"I was looking for some help because of various changes in legislation, tax, non-domicile and everything else and I wasn't sure that I had either the time or the expertise myself."
"My solicitor told me about Edison. She said they were very good, so I went to see them and liked their approach straight away."
"We recently organised a beauty parade for a client, with whom we are co-trustees of a family trust".
"Every time I refer high value financial remedy cases to Edison, I find their input very valuable."
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.