We provide comprehensive, long-term advice that is regularly & proactively reviewed.
We take care of the entire process from start to finish. We work with our clients to establish and implement plans to help you secure your financial future.
At Edisons Global, we partner with our clients throughout the entire process of securing their financial security. Your goals and objectives are the foundation upon which our plans are based; our approach to planning is highly customised and we tailor our services to you. As an independent financial advice firm, we have absolute freedom to consider and recommend strategies and solutions based only on your needs. Our role in the process also includes the implementation and long-term management of your aims and aspirations.
Before any investment decisions are made, it is crucial that you decide what’s important and where you want to be, as these decisions form the basis of your financial plan. As a trusted independent third party, our role in this process is to support and challenge you to establish your goals and objectives.
Your goals and objectives dictate the tailored financial plan we develop for you. As an independent firm, we are unconstrained in the strategies and products we can consider and recommend for you.
We bring an active, hands on approach to managing your affairs, meaning we adjust for changes in your life and the world as a whole. Whilst we always work with the long game in mind, we also proactively contact clients to make adjustments and improvements on a regular and ongoing basis.
Once your financial plan is developed, we also take care of any paperwork there might be. We seek to remove the administrative component from your life, and ensure that everything is implemented as and when it should be.
We truly believe in providing comprehensive, long-term financial advice, rather than limited or one-off advice. Our plans are detailed and long-term in nature. We are not interested in one night stands and we do not provide "get rich quick" schemes. Our focused long-term partnership approach i ensures the greatest results over time.
Our investment strategies are considered, selected and tailored to the unique and specific needs of each client.
Read moreRetirement planning is less about leaving work and more about gaining financial independence so that you have options in later life.
Read moreOur clients benefit from knowing their investments are structured to minimise unnecessary taxes and risks.
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