Who We Are
Leaving a legacy
Formed in the late 1940s, we have established ourselves as one of the leading mid-tier businesses in the UK, delivering a wide range of financial and strategic business advice.
Our Purpose and Vision, combined with our philosophy to think beyond accountancy, means we are continually developing and improving as a business, this applies to the services we deliver to clients, the impact we have on our local community and environment and the support we provide our team.
Continually improving is essential for us to deliver more value and ensure we can support our clients and team with every eventuality.
To build a better every day.
We aim to make a difference to our team, our clients, our community and our planet.
Whether that is through our nurturing culture - creating an environment where our team can develop and flourish - our beyond compliance vision, or our charity, DEI and sustainability initiatives.
We strive for every interaction to be a positive one.
Our Purpose drives the way we approach every day. Whether it’s tax advice that saves a client money or simply making a colleague smile – we want to be remembered for the way we make people feel.
WHAT WE STRIVE FOR
Our Mission is made up of four core pillars that each represent an area that we prioritise as a business.
Our employees make us what we are. Therefore, we are committed to understanding and supporting our employee’s goals and working with them to reach their fullest potential.
Your success is our success. We aim for clients to see us as a natural extension of their business, not a third party that sits on the fringes. We are their first port of call whenever an opportunity or challenge arises – and we’ll be with them every step of the way.
We are committed to having a positive impact on our community, whether that is via charity support or internal initiatives on DEI. When it comes to charity support we have a specific goal, which is to support children and young people in our local community.
We have a never-ending responsibility to protect our planet in whatever way we can. Therefore, we aim to lead the way to a more sustainable future, inspiring stakeholders to make changes that have a positive impact on the planet.
What sets us apart
Our values define who we are, what we stand for and how we interact.
- Going above and beyond
- Acting with integrity
- Inspiring teamwork
- Creating exceptional experiences
Going above and beyond
Whilst our roots are in accountancy, our advisers always look beyond the numbers to unlock possibilities that others simply don’t see. Together, we’re driven by an entrepreneurial spirit to achieve more and keep our clients at the forefront of their industry
Acting with integrity
Integrity, transparency and sustainability are at the heart of everything we do. We are acutely aware of the impact of our actions as a business and always aim for a better, more sustainable future
We are proud to be building a diverse and inclusive culture for our people where our individual strengths can flourish alongside one another. As a result, we can easily overlap services and collaborate across different areas of expertise.
Creating exceptional experiences
Whether it’s for clients or employees, every day at Gerald Edelman presents an opportunity to exceed people’s expectations. By delivering the best possible experience, we attract great talent and make sure our clients are happy to stay with us for years, not months, becoming our ambassadors
HOW WE STARTED
Gerald Edelman's History
Having left the RAF in 1946, friends Gerald Edelman and Toby Hoffman founded ‘Gerald Edelman’. Toby fondly described Gerald as having a ‘magnetic personality’ and they quickly forged a successful partnership.
Tragically, Gerald died whilst on holiday with his family at the tender age of 35. Toby, however, continued to build the practice, retaining the firm’s name to ensure that his friend’s legacy lived on. The rest, as they say, is history.
First office in Maddox Street, in the heart of the London’s West End.
2 partners and fewer than 15 staff
Moved to Harley street.
5 partners and 25 staff
Michael Harris become a senior partner
Acquired sole practitioner Bernard Keane and Co.
Opened a new office in Whetstone, North London
10 partners and 55 staff
Richard Kleiner became CEO
Moved from Harley street to Cornhill, in the City of London
15 partners and 90 staff
Merger with DTE Business Advisory services Ltd
A new area
A new era for GE with an exciting rebrand
now 16 partners and 140 staff
Partnership formed with SB&P, expanding GE's presence into Northern England
COMMITTED TO MAKING A POSITIVE DIFFERENCE
We are pleased to bring you our Transparency Reports, which outline our commitment to Audit Quality, as well as our commitment to making a positive difference to our people, our clients, our community and our planet.
These reports give an insight into our culture, governance, legal framework, ownership, financial results and even our international network.