People don’t normally stumble
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by chance – it’s usually because they’re
looking for some help.
Money can bring opportunities, choices and independence, but we know it can also bring concerns, conflicts and responsibilities. And it always brings questions.
We can help you with the answers.
Whilst we can’t predict the future, we can show you how the choices you make now could change it. And however you’d like the future to look, we can help you get there with as little risk and as little fuss as possible.
So tell us what brought you here,
and we can start helping you work out what to do next.
Individuals & Families
Read how our financial planning
and investment management services
can help individuals and families grow,
protect and pass on their wealth.
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Latest Insights
In our library you will find a series of insights pieces on Financial Planning and Investment Management, as well as what our services have meant to our Clients.
Liquidate or accumulate?
2023 was a volatile year for financial markets. Meanwhile, cash interest rates were reaching new highs, enticing bruised investors to sell-up and park funds in options like NS&I's 6.2% savings bond. One year on and that bond has now matured. Was NS&I’s savings bond better than staying invested? And given rising uncertainty in recent months, does cash make sense today?
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Spring Budget Statement 2024
The 2024 Spring Budget included the widely anticipated reduction in National Insurance as well as a new British ISA allowance which had been rumoured. Exactly how the new ISA allowance will work in practice is yet to be determined but we do know it will only permit investments into UK assets. Here we summarise some of the key announcements along with a reminder of various previously announced changes that will take effect from April 2024.
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Neil’s Story
"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."
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+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.