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.
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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.
Use it or lose it
Managing an efficient portfolio is about more than just selecting the right mix of investments. It's also important to understand the tax implications of taking particular action (or inaction), in order to develop a cohesive capital gains tax (CGT) strategy. A key part of this strategy is implementing techniques such as CGT harvesting. In this insight piece we explore Edison's approach.
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Pension poverty on divorce and the gender pension gap
In this article, Alice Sanders, a Financial Planner and Pension Specialist at Edison Wealth Management, and Priya Palanivel, a Partner in the Family Team at Sheridans, a West End law firm, consider how pensions are treated on divorce, the tax benefits of pensions and how to avoid falling into the pension poverty trap.
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Mark’s Story
"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."
|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.