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Edgemont Financial Services Limited is a privately owned and operated firm, regulated by the FCA. Founded more than 25 years ago, we are not just a business, we are a family. And we treat our clients like family too.
We believe that the best way to protect your finances is to plan ahead and avoid risks. That’s why we use all our skills and knowledge to help you and your business achieve your financial goals. Whether you need advice on retirement, investments, insurance, or taxes, we are here for you.
Our management strategy relies on six key business principles, all vital in nurturing a mutually beneficial long-term relationship. We consider the following key values to be the foundations of our business
Communication is critical. Our clients need to be involved in the process and management of their own portfolio
We need to understand your core requirements, values and expectations, as well as your concerns and fears.
A successful strategy requires that we truly understand these aspects, which requires both time and meaningful personal interaction.
Protection/Risk Management involves co-ordinating and structuring varied and diverse components within a long term strategy.
We emphasise simplicity, but have the experience to ensure that all the complexities are fully considered and taken care of.
Our sizeable asset base and our focus on simplicity provide us with the ability to negotiate the best possible fee rates on behalf of our clients.
We value and insist upon long term relationships with both our clients and our service providers.
It is all about relationships, and the service that we provide to ensure that you as our clients have total peace of mind.
Enables us to ensure your portfolio is placed with appropriate companies without compromising best advice.
Both our clients and our service providers recognise this independence as being an essential component of our holistic value proposition.
Communication is critical. Our clients need to be involved in the process and management of their own portfolio
We need to understand your core requirements, values and expectations, as well as your concerns and fears.
A successful strategy requires that we truly understand these aspects, which requires both time and meaningful personal interaction.
Protection/Risk Management involves co-ordinating and structuring varied and diverse components within a long term strategy.
We emphasise simplicity, but have the experience to ensure that all the complexities are fully considered and taken care of.
Our sizeable asset base and our focus on simplicity provide us with the ability to negotiate the best possible fee rates on behalf of our clients.
We value and insist upon long term relationships with both our clients and our service providers.
It is all about relationships, and the service that we provide to ensure that you as our clients have total peace of mind.
Enables us to ensure your portfolio is placed with appropriate companies without compromising best advice.
Both our clients and our service providers recognise this independence as being an essential component of our holistic value proposition.
“Our values stem from a core belief that prevention is always better than cure. Using our expertise and experience, Edgemont are trusted industry leaders, helping individuals and businesses alike to navigate the world of financial planning and risk aversion.”
Edgemont Financial Services Limited / Registered in England and Wales No: 11327586.
Edgemont Financial Services Limited is directly authorised and regulated by the Financial Conduct Authority. Edgemont Financial Services Limited is entered on the FCA Register (www.fca.org.uk/register) under reference 842215.
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