Edwards Associates Advice

At Edwards Associates Independent Wealth Advisers LTD, our mission is to provide expert financial guidance and management to help our clients achieve their long-term financial goals. With over 18 years of combined experience and a team of expert directors, we pride ourselves on our personalized approach to financial planning and investment management.

Our Services

As independent wealth advisers, we offer a wide range of services designed to help our clients achieve financial security and peace of mind. Our services include:

Wealth Management

Our wealth management service provides a proactive and personalized approach to financial planning and investment management. We work closely with our clients to understand their unique financial circumstances, goals, and risk tolerance, and develop a bespoke financial plan tailored to their needs. Our experienced directors, Michael and Deborah, will work with you to create a resilient investment plan that aligns with your personal profile, helping you to achieve your financial objectives.

Portfolio Models

Each financial management plan is designed to reflect our clients' priorities and preferred level of caution or risk, both now and over the longer term. Our experienced directors will work with you to develop a portfolio model that is tailored to your unique financial circumstances and goals.

Initial and Ongoing Services

Our service begins with an initial appraisal to understand your current financial circumstances. This is followed by scheduled annual reviews to ensure that your portfolio remains aligned with your changing circumstances and goals. Our directors will work closely with you to fine-tune your portfolio, making adjustments as needed to ensure that you remain on track to achieve your financial objectives.

Transparent Charges

We offer a 3-tier, fee-based charging structure, allowing you to select the service model that best suits your requirements and circumstances. Our transparent charging structure means that you can be confident that you are getting the level of service that you need, without unexpected costs or hidden fees.

Client Links

We work closely with a range of leading financial institutions, including:

• Cofunds (Aegon) Platform
• Transact Platform
• Old Mutual Wealth Platform

These partnerships enable us to offer our clients access to a comprehensive range of investment opportunities, while also ensuring that their assets are securely managed and protected.

Our Team

Our team of experienced directors, Michael and Deborah, are highly qualified and dedicated to providing exceptional service to our clients. With over 18 years of combined experience, we have a proven track record of delivering results and helping our clients achieve their financial goals.