Take care of your financial future
Wealth Management Services
Expert wealth management services & advice
Gerald Edelman Wealth is a financial planning led, wealth management team. Fundamentally, our role is about more than just your wealth. It’s about you.
Our clients are looking for clarity to their financial position and a context to their overall wealth. Whether you’re planning for retirement, tax, or simply looking to put a plan in place to protect and grow your savings, our wealth management services are here to help achieve your goals and deliver what matters most to you.
Our services
How can we help?
Financial planning
Financial planning sits at the heart of our offering. We focus on understanding your current and future objectives, financial and otherwise, in order to build a robust roadmap of where you want to get to and what they need to do in order to achieve this.
Investment portfolios
We are committed to helping you manage your wealth in a way which reflects your personal goals and circumstances. In short, we look to understand ‘why’ you are making the investment to better inform ‘what’ the investment should be.
Pension Reviews
Understanding the features, benefits, costs and investment performance of your pensions remains essential. Overall, we can work with you to put your pension in context of you wider financial planning and assets to ensure that the current structure remains fit for purpose for your long-term needs.
Tax planning
Minimising your exposure to different tax liabilities is essential to protect your wealth and ensure you’re not paying any more tax than you need to be. We will work with you to ensure you are saving in the most tax efficient manner.
Probate and estate planning
How much do you want to leave to your loved ones or charitable causes? Can you afford to do this in your lifetime and minimise inheritance tax? We can work with you to quantify any potential inheritance tax one might be liable to, to understand what levels of gifts would be affordable and the potential options to mitigate inheritance tax.
Get in touch
Led by David Horowitz, Gerald Edelman Wealth can help you create a financial plan that delivers your goals and aspirations for the future. Our approach is to look at all parts of the financial jigsaw to uncover opportunities for more effective financial planning, always bespoke to your individual needs.
The first step towards your financial plan is an initial meeting, at our cost, to explore your current position and aspirations. There is no commitment other than an hour of your time.
We’d be happy to arrange a free initial session with you. Simply fill in the enquiry form or call us on the number below to speak to one of our wealth managers.
Call us
+44 (0)20 7299 1400Get in touch
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Why choose Gerald Edelman?
All great relationships are based on trust, and it’s no different when finding the right financial partner to protect, maintain and manage your wealth.
At Gerald Edelman Wealth, we want to make financial planning simple. We focus on understanding your current and future objectives and how we can help you work towards them.
Working with us you will receive clear advice tailored to your individual needs and circumstances, with a designated relationship partner to ensure we are with you every step of the way.
Frequently asked questions
Do I need a financial planner?
The answer is that you can often do it yourself. However, for most people, a good financial planner can help you achieve your financial goals and bring you peace of mind. The reality is that every individual has a unique financial journey, so having a professional to help and ensure you feel positive about your financial position can be a major part of the value of professional financial advice.
How do your fees work?
We pride ourselves on not charging extra for everything – our clients only pay for the advice they need, not the products they don’t. We are always transparent with our charges. While our charges will be driven by the bespoke nature of work undertaken for your circumstances, we will always set these out to you in detail before engaging. We do not lock you in for any period and do not believe in exit penalties or superfluous charges. Furthermore, where we do not believe we can add value to your circumstances we will be clear about this.
Can you tell me if I have enough to retire?
Yes, connecting with a wealth management adviser is a great option for those who are planning for retirement because they can help form a solid plan to help you achieve the lifestyle you have in mind. Many are unclear about their costs in retirement and how best to meet them. By using our cashflow planning tool we would work closely with you to quantify your needs in retirement and understand whether it is obtainable. Importantly, we would stress test these to provide you with additional levels of comfort.
How often will I meet with a wealth management adviser to discuss my financial situation?
Some of our clients prefer to meet quarterly, whereas others prefer every six months or annually. It depends on the exact nature of services we are engaged to undertake, though we always pride ourselves on being flexible enough to work around you and deliver expert advice according to your needs.
Gerald Edelman Wealth Limited is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Gerald Edelman Wealth Limited is entered on the FCA register under reference 971871. 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.
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