Edwards Associates Advice

Introduction

Edwards Associates Independent Wealth Advisers LTD is a trusted financial planning firm in the UK, dedicated to simplifying the complexities of financial management and empowering our clients to take control of their financial future. With a combined experience of over 18,250 days and guidance for over 312 clients, we have a proven track record of success in navigating clients through various financial scenarios.

Who We Are

Our team comprises experienced and qualified professionals, led by Michael Bonnell (BCom, Hons) and Deborah Robinson (ACII, DipPFS). We hold relevant industry qualifications and are regulated by the Financial Conduct Authority (FCA).

Our Approach

We believe in building strong, personalized relationships with our clients through a collaborative and transparent approach. We take the time to understand your individual needs, risk tolerance, and financial goals. Our services are tailored to your specific circumstances and are reviewed and adjusted regularly to ensure they remain aligned with your evolving needs.

Wealth Management

Our comprehensive wealth management services include:

• Portfolios Construction: We create a bespoke portfolio tailored to your risk appetite and financial goals, utilizing a diverse selection of assets.
• Financial Planning: We develop a personalized roadmap to address your short-term and long-term financial needs, including retirement planning, investment planning, and estate planning.
• Review & Monitoring: We regularly review and adjust your portfolio and plan to ensure it continues to meet your changing needs and market conditions.

Transparency and Fee Structure

Our fee-based charging structure is designed to be transparent and flexible, offering you a range of options to choose the right service model for your individual situation.

Client Testimonials

We are proud to have served a diverse clientele and received numerous testimonials expressing satisfaction with our personalized approach and valuable guidance.

Our Commitment

Edwards Associates is committed to providing exceptional client service, safeguarding your financial interests, and empowering you with the knowledge and tools to make informed financial decisions. We believe in transparency, professionalism, and building lasting relationships with our clients.