Model Your Financial Future
Build scenario-based cashflow projections for retirement, property, education funding, and major life events. See exactly how your wealth needs to grow — and when.
FCA Authorised fee based Financial Planning portal & wealth advice with pre-paid hourly bundles
Financial Planning Wealth Building.
Plan your financial future, get ad hoc financial advice, tax planning and help. Cross border wealth planning covering UK and US accounts — an intelligent platform built around your goals, not just your portfolio.
6+
Planning Tools
UK and US
Knowhow + Guidance
1-to-1
Advisor Access
FCA
Regulated
Your Wealth Plan. Built Around You.
We've built a comprehensive suite of planning tools to help you model your financial future, manage risk intelligently, and invest with clarity — fully integrated with your brokerage account.
Know Your True Risk Profile
Our evidence-based questionnaire uncovers your genuine risk tolerance, time horizon, and investment capacity. Get a personalised asset allocation aligned to your goals.
Optimise Every Allowance
Navigate ISAs, SIPPs, capital gains, and US pension considerations with structured guidance. Make informed decisions about wrappers, drawdown timing, and annual allowances.
Expert Guidance When You Need It
Book one-to-one advisory sessions directly from your portal. Qualified, personalised financial planning — not generic tips. Your advisor works with your plan, not a template.
One Platform. Planning & Wealth. PAYG
From retirement cashflow modelling to tax optimisation — our holistic platform puts professional-grade financial planning tools and fee based wealth advice under one login.
Cashflow Planner
Model your financial future with scenario-based cashflow projections. Plan for retirement, property, education, and major life events with real-time sensitivity analysis.
Advice on Demand
Book one-to-one advisory sessions with a qualified financial professional. Get personalised guidance on your plan, portfolio, tax strategy, and long-term wealth goals.
Risk Profiler
Understand your true risk tolerance with our evidence-based profiling questionnaire. Get a personalised asset allocation recommendation aligned to your goals and timeline.
Tax Planning
Navigate ISAs, SIPPs, capital gains, and US pension considerations with confidence. Structured tax support and records help you make the most of every allowance.
Hourly Advice Bundles
Buy hourly financial advice bundles instantly to get value for money and 1 year validity of hours you buy.
Market Monitor
Professional-grade market intelligence with indexed performance charts, drawdown analysis, rolling returns, and distribution statistics across all major indices.
Where Planning Meets Wealth
We go beyond a DIY guesswork. Edale combines institutional-grade financial planning tools with qualified, regulated and expert advice — everything you need at every stage of your wealth journey.
FCA Regulated & FSCS Protected
Authorised by the Financial Conduct Authority. Your assets are held in segregated client accounts and protected by the Financial Services Compensation Scheme up to £85,000.
Holistic Wealth Planning
Your client portal brings together cashflow modelling, risk profiling, tax planning, market data, and your advisor — all in one secure dashboard. Plan everything from one place.
Tax-Optimised Wealth Building
Navigate ISAs, SIPPs, capital gains, and international tax considerations with structured support. Our advisors and planning tools help you use every allowance to keep more of what you earn.
Human Expertise On Demand
Great technology doesn't replace great advice. Book advisory sessions directly from your portal and get qualified, personalised guidance whenever you need it.
Your Plan Needs the Right Assets
Execute your financial plan with access to research based financial assets — from long-term equity portfolios to income-generating bonds — through our sister edale.co facilitated account.
Stocks & Shares
Direct equity portfolios
High Yield
Enhanced cash returns through managed cash solutions
Forex
Multi-currency + at market exchange rates
Fixed Income
Direct fixed income in major currencies
Up and Running in 3 Steps
From application to your personalised financial plan — get started in minutes and begin building your wealth strategy from day one.
Open Your Account
Complete our short online application — personal details, account type, and a quick suitability assessment. Typically takes 5 minutes.
Build Your Financial Plan
Once approved, your client portal unlocks instantly. Complete your risk profile, run your first cashflow model, and other tools.
Get hourly fixed fee advice
Buy credits to get advice hours, and book an advisor session to build your personalised wealth plan. Tools with human guidance stay on track as your life and goals evolve.
Trusted by Clients & Planners Across the UK
"Five star across the board! SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good, patient listener, thoroughly informed re: UK/US tax issues in our ever-changing world. Professional advice, on-time delivery and fair fees. Highly recommend."
"Quick response, clear and concise answer. Highly recommend. I reached out to Lawrie for help with HMRC tax implications on a US ROTH conversion. He was quick to respond and provided me with clear and concise answers which were much appreciated. I would definitely recommend."
"Helpful Advice I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are more in-line with my requirements. Very honest and straight forward interaction, which I appreciated."
Ready to Take Control of Your Financial Future?
Join clients who use Edale to plan smarter, build lasting wealth, and achieve financial clarity. Start with a financial plan — or open your account today.
Capital at risk. Investment values can go down as well as up.