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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,
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Individuals & Families
Read how our financial planning
and investment management services
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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.
Good COP, bad COP
The 26th Conference of the Parties (COP26) in Glasgow aimed to set new targets for limiting global warming and reducing carbon emissions. It stressed the need for consensus in making meaningful change and the role of business leaders and investors as key in driving capital towards more sustainable outcomes. In this insight piece we touch on some of the main conference agreements and explore Edison’s approach to sustainable investing.
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Tax efficient life cover for business owners and high earners
Most businesses offer death in service benefits as part of their overall remuneration package. What can often be overlooked is that these schemes are usually set up on a similar basis to a registered pension scheme and could result in additional tax charges of up to 55% in the event of a claim.
Here we highlight how a relevant life policy could be an effective alternative to group life assurance cover.
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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.