Financial Planning services

Financial Planning Services

Manage your finances today to secure the future you want

Whether you wish to grow, protect or pass on your wealth, we can support you. We do this by looking at all areas of your financial situation and bringing them together.

Why Gerald Edelman?

All great relationships are based on trust, and it’s no different when finding the right financial partner to protect, maintain and manage your wealth.

At Gerald Edelman Wealth, we want to make financial planning simple. We focus on understanding your current and future objectives and how we can help you work towards them. Working with us you will receive clear advice tailored to your individual needs and circumstances, with a designated relationship partner to ensure we are with you every step of the way.

Click the ‘Contact’ button above to discuss your needs with one of our expert financial planners, or learn more about our services below.

How can we help?

Probate and estate planning

We provide expert advice on the most tax-efficient ways to transfer assets to your family and loved ones or to provide for the tax payable on your estate. Learn more about our probate and estate planning services here.

Retirement planning and pensions

Our team can guide you through creating a strategy to provide for your retirement in a tax-efficient manner.

Business structuring

We can advise on the best structuring options to achieve long-term value across your business interests.

Overseas asset management

If you have business and family assets overseas, our dedicated international team will work closely with you to protect and maximise your dispersed wealth.

Wealth management and review

We will review your current financial position and advise on areas where there may be opportunities to save or gain more from your money and, where appropriate, we will recommend engagement with one of our financial planners.

Investment strategy and portfolio advice

Our authorised financial advisors can oversee your financial portfolio, deliver expert recommendations and qualify any investment ideas you may have.

What happens next?

If you’re looking to take your first step in creating your financial plan, we can conduct an initial consultation free of charge to explore your current position and your aspirations for the future.

Our financial planning team, based in London, works closely with business owners, families, budding investors, and individuals to safeguard their wealth and maximise the value of their financial portfolios.

We’d be happy to arrange a free consultation to discuss your situation over the phone, via Zoom, or at our Cornhill office in the City of London – simply fill in the enquiry form above or contact David Horowitz, Richard Kleiner or Colin Burns on +44 (0)20 7299 1400.

Meet the team

Richard Kleiner

Richard Kleiner LLP is a Partner in Gerald Edelman LLP and Gerald Edelman Deal Advisory

“Richard Kleiner has been a trusted and respected adviser for more than thirty years and has always responded above and beyond the normal support which might be expected.”

Colin Burns

Colin Burns LLP is a Partner in Gerald Edelman LLP

"My focus is mitigating my clients' tax liabilities by structuring both their business transactions and their personal planning."

David Horowitz

David Horowitz is a Director of Gerald Edelman Wealth Limited

"Be it safeguarding your family’s future, investing to fund your financial aspirations, understanding your inheritance tax situation or preparing for your retirement, I will build a plan tailored to your needs."

Frequently Asked Questions

Can you review my retirement planning and pensions?

Yes, we can create a strategy to help you plan for your retirement in a tax-efficient manner.

How should I structure the ownership of my business?

We can advise on the best structuring options to maximise use of IHT exemptions for passing down family businesses to the next generation and achieving long-term value across your business interests.

Can you review the performance of my existing investments?

We will review your current financial position and advise on areas where there may be opportunities to save or gain more from your money.

Can you give me investment advice to enhance my present and future portfolio?

Yes, we will work with you to ensure your investments are structured in a way that works in line with your wider financial planning to help you achieve your long term objectives.