Edale Investments
RH2, Reigate
RH2, Reigate
We care for personal and business assets. Edale helps clients plan for today, tomorrow and the unexpected, making the path ahead easier.
We are business advisers too for numerous business support programmes across the UK and overseas. We have worked with Worcestershire County Council. Coventry and Warwickshire, Tees Valley, Norfolk Council and others.
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What do you love most about your job?
Ability to help people get on-top of finances and think forward.
What inspired you to start your own business?
Redundancy on a snowy January was the start of Edale. Now we love the opportunity to help people and businesses start out like we did and know the journey.
Why should our clients choose you?
We cut through the whaffle and give straight honest views. If we cannot give the client value we give them the confidence they are set or provide free advice to signpost the way forward.
We welcome everyone from the shopfloor to the boardroom, from the recent graduate to the retired.
Can you provide your services online or remotely? If so, please add details.
We can provide services online and face-to-face.
We are open 8-8 so available at convenient times.
What changes have you made to keep your customers safe from Covid-19?
Regularly cleaned offices. Social distancing and meeting rooms cleaned after any meeting.
Investments & savings:
Portfolio management
Investing for income
Wealth management
Investment planning
Pensions and ISAs
Retirement income advice:
Pension drawdown
Pension annuity purchase
Retirement income planning
Pension advice:
Pension transfers
Pension reviews
Flexible pension plans
Pensions sharing orders
Insurance & protection:
Life insurance & critical illness
Protecting your income
Whole of life cover
Business advice:
Business & shareholder
protection
Director insurance
Key man insurance
Profit extraction
