Prosperity demands long-term commitment.
Helping you achieve this is our commitment.
Founded over 25 years ago, Edgemont has long been respected as a fiercely independent financial services provider, who pride themselves on solid advice and long term commitment to their clientele.
“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.”
As a family based business, Edgemont provide a personal touch to the often sterile world of personal finance design. Many of their clients have been part of the Edgemont family for over 20 years, standing testament to their commitment to long term value.
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.
Why I decided to switch to Edgemont? To be honest, I’ve had a few bumps in the road with my previous insurance brokers, however, that seems to be in the past ever since Andrew & Chantal took over my account. I have received nothing but the highest level of service from the entire team. They pride themselves on being clear, concise, knowledgeable, empathetic and transparent; from a customer’s perspective, that is all I could ask for, and that is exactly what I got.
I am happy with the service and insights that Andrew and his team from Edgemont Financial Services have provided me. Our regular ‘check-ins’ provide me with confidence that our finances are in good hands and that our best interests are always top of mind.
The Just Group has worked with Andrew for the past few years and couldn’t have asked for a more professional, knowledgeable advisor. He understands our business, understands us personally and offers solutions that genuinely work for us. It’s not often that you come across someone as trustworthy and diligent as Andrew and we very much look forward to continuing our working relationship with him. Thanks for all your efforts, Andrew.
Andrew Pinto, friend and financial advisor for over 25 years – the order of which cannot be distinguished nor is relevant. That, and the longevity of our relationship, speaks more than words such as integrity, trust, and professional acumen, which are all a given.
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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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