Financial Planners . Investment Advisers . Trusted Counsel

We offer advice that is based on
careful analysis and decades of
experience.

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NHS consultants

We have developed as high degree of technical expertise, over many years, in areas most relevant to Consultants with a Private Practice, including complex pension planning, commercial property ownership and tax planning.

Leading professionals

Many of the planning areas we specialise in mean we are uniquely positioned to help lawyers, accountants, barristers, tax advisers and other professionals In/around London who are at the top of their profession.

Business owners

The professionals we advise are often ‘entrepreneurially-minded’ and in recent years we have increasingly been approached by business owners who require high quality independent advice rather than ‘expensive carpet’.

We are well positioned to offer independent advice to any private individual who earns more than £150,000 p.a. or has assets in excess of £1M.

If you would like to see if we can help you, please feel free to tell us a bit about yourself and we will get in touch.

NHS consultants Leading professionals Business owners

About us

Edison Consulting is a financial planning and wealth management firm that specialises in advising doctors and other leading professionals, as well as business owners.

Our senior consultants have decades of experience providing completely independent advice based on what is in the best interests of you and your family. Ethics and fair value matter to us, as does giving you complete peace of mind around your financial arrangements, not least because all of our clients come to us through personal referral from existing clients who have seen for themselves the benefit of getting the right advice.

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Meet the team

We have a team of experienced consultants, ably supported by a team of ‘paraplanners’, as well a group of intelligent and capable graduates who help with research and analysis.

Speak to our experts
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Richard Powe

Consultant
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John Furlong

Consultant
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Elliot Simberg

Consultant

How can we help

We start by exploring your current position, risk appetite and where you are trying to get to.

Our financial analysis on current pensions and investment plans is deep and thorough, which is important as we aim to give you a solid foundation on which a robust financial plan can be built:

  • Cashflow model
  • Pension analysis
  • Tax-efficiency of current plans
  • Investment strategy overview

The areas we can advise on include, but are not limited to those outlined to the right »

Speak to our experts
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Tax Planning

We do not advise on controversial tax planning and do not offer tax advice, but we are tax aware and can guide you through the maze of tax rules to ensure your tax drag is as low as possible, both in terms of investment accumulation and drawing an income from your assets later.

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Pension Advice

Pensions in the UK are so technically challenging that it seems even HM Treasury struggles to keep track! Recent rule changes included what some might call ‘ambiguities’ others ‘errors’. If you are not sure how to get maximum value from your pensions, now and in the future, we can help.

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Investment Strategy

We do not believe in trying to ‘beat the S&P’, but we do believe in carefully constructed and diversified investment portfolios designed to perform in ‘all weathers’ and deliver the growth potential needed to justify taking a medium or long-term view and ‘putting monies to work’ rather than sitting in cash.

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Protection

If you have loved ones who rely on you, a significant exposure to UK Inheritance tax, or both, then it makes sense to check that you have the right level of financial protection in place. We are not ‘insurance salesmen’ but we do want our clients to enjoy a good level of peace of mind.

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