A Different Kind of Financial Firm
We believe everyone deserves access to professional financial planning. We combine technology, expert advice, and global investment access to help you build lasting wealth. Alongside our main wealth firm we offer Wealth Hub as a fee only proposition that focuses on financial planning alone and adhoc advice.
Financial Planning & Wealth Roadmap. Together.
Edale was founded on a simple belief to provide accessible advice and professional guidance to those in unique circumstances. Most firms either manage your money or give you advice on finances and tax optimisation — rarely both, and rarely in a way that actually connects your goals to your portfolio. We do that in our core edale operation.
Seeing a growing client base that seek advice for specific items or only adhoc advice we expanded our Advice Only service into a platform for hourly advice on demand for cashflow planning and wealth roadmap. Our clients get access to institutional-grade financial planning tools, and a qualified adviser from a single membership and per hour fee. Regulated Financial Advice can be added on where required.
We are authorised and regulated by the Financial Conduct Authority (No. 812332).
Our Values
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Accessible Experts
Running a regulated firm has large financial cost but we have balanced a regulated cost base with accessible advice costs.
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Transparency
Clear fees, honest advice, and full visibility over your money at all times.
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Technology & Expertise
Powerful planning tools that amplify — never replace — the value of human advice.
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Regulatory Excellence
Full FCA compliance, robust data security, and thorough suitability assessment for every client.
Qualified Advisers. Real People.
Our advisers are qualified financial planners with backgrounds in wealth management, pensions, tax, and international finance. They work with your plan — not a generic template.
Lawrie Chandler
Specialist in wealth planning for UK-based and internationally mobile professionals. Expertise in cross-border tax, pension strategy, and holistic financial planning.
Join Our Team
We are growing our adviser team. If you are a qualified financial planner with experience in wealth management or international finance, we would love to hear from you.
Get in TouchThe Edale Client Charter
Our promise to every client — standards we hold ourselves to in every interaction.
Your Goals Come First
Every recommendation starts with a clear understanding of your objectives, timeline, and risk tolerance. We will never recommend a product that does not serve your plan.
Transparent Fees. Always.
You will always know exactly what you are paying and why. We charge a clear membership fee for portal access and fair rates for adviser sessions. No hidden charges.
Qualified Advice Only
All financial advice is provided by FCA-authorised advisers. Every piece of advice is personalised to your circumstances — not generic tips.
Timely, Responsive Service
We respond to client enquiries within one business day. Adviser booking sessions are available within five business days. Your time matters to us.
Your Data is Safe
We treat your personal and financial data with the utmost care. We comply fully with GDPR and never share your data with third parties without your explicit consent.
Important Legal Information
Terms of Service
By accessing the Edale platform and using our services, you agree to our terms of service.
Regulatory Status
Edale UK Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA reference number: 812332. Verify at register.fca.org.uk.
Risk warning: The value of investments can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
Ready to Get Started?
Open your account in minutes. Our team will be in touch to guide you through every step.