People don’t normally stumble
across wealth management websites
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.
read more
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.
Why correlation matters
2022 has been the worst year for government bonds in decades. September alone posted declines of 8% in the broad UK gilt market. Equities have suffered too, as central banks attempt to supress inflation at any cost. The result has been a simultaneous drop in stock, bonds, and most other asset classes, sending correlations positive. Our insight piece this quarter dives into why correlations – or simply, the relationship between assets – matter.
|
Pensions – Estate Planning and Inheritance Tax
Defined contribution (DC) pensions offer valuable legacy planning opportunities, but it’s vital that DC pension holders and their advisers act early to utilise these benefits.
Here we highlight the potential tax advantages of planning early.
|
Adviser’s Story
"Every time I refer high value financial remedy cases to Edison, I find their input very valuable."
|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.