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Financial Planners

Edison Wealth Management

Edison Wealth Management is a financial services company based in London, England. They specialize in providing expert financial planning and management services to clients. As experienced financial planners, they work closely with each client to develop personalized strategies that meet their unique needs and goals. With a commitment to excellence and a focus on delivering exceptional service, Edison Wealth Management is a trusted partner for individuals and businesses seeking to achieve financial success.

Introduction to Edison Wealth Management

Edison Wealth Management is a financial planning and investment management company based in London, England. Established in 2008, the company has a team of experienced financial planners who provide high-quality financial services to individuals and businesses. What sets Edison Wealth Management apart from its competitors is their commitment to providing personalized financial solutions to meet the unique needs of their clients.

Services & Products

Edison Wealth Management offers a range of financial services to help clients achieve their financial goals. Their services include investment management, retirement planning, estate planning, tax planning, and more. Clients can also purchase various financial products through the company, such as stocks, bonds, and mutual funds.

Location

Edison Wealth Management is located in St. James's Square, one of the most prestigious areas in London. The area is known for its high-end shops, restaurants, and businesses, making it an ideal location for a financial planning company. Clients can easily access the office by public transportation, as the closest options are Green Park tube station (0.2 miles), Piccadilly Circus tube station (0.3 miles), and Charing Cross railway station (0.6 miles).

Benefits

Clients should choose Edison Wealth Management because of their dedication to providing personalized financial solutions. The company's team of financial planners work closely with clients to understand their unique needs and develop a customized financial plan to meet those needs. Additionally, the company has a strong track record of delivering consistent returns on investments.

Good to Know

Customers should be aware that Edison Wealth Management is a fee-only financial planning company. This means that the company does not earn commissions from the sale of financial products, which eliminates potential conflicts of interest.

Reviews

Customers speak highly of Edison Wealth Management, praising the company's personalized approach to financial planning and investment management. Clients appreciate the company's attention to detail and the consistent returns they have received on their investments. Overall, customers recommend Edison Wealth Management to anyone in need of financial planning services.

Amenities

  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    wealth management
  • amenity
    budgeting assistance

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including investment management, retirement planning, estate planning, tax planning, and insurance planning. We work with our clients to understand their individual financial goals and develop a personalized plan to achieve them.

How do you customize financial plans to fit individual clients?

We take a comprehensive approach to financial planning, taking into account our clients' unique circumstances, goals, and risk tolerance. We work closely with our clients to understand their financial situation and develop a personalized plan to help them achieve their goals.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management, and vary depending on the complexity of the client's financial situation. We are transparent about our fees and provide a detailed fee schedule to our clients before beginning any work.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold a range of professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We are committed to ongoing professional development and staying up-to-date with the latest industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references or testimonials from satisfied clients upon request. We pride ourselves on providing exceptional service and building long-lasting relationships with our clients.