Why Gerald Edelman?

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

At Gerald Edelman, we put your best interests first and act as a sounding board as well as a source of inspiration for tax planning, asset management and investment ideas. We are not authorised to provide investment and pension's advice therefore where appropriate, we will refer you to one of our regulated and, most importantly, trusted contacts.

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

How can we help?

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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. 

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Retirement planning and pensions

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

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Business structuring

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

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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.

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Wealth 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 authorised financial advisors.

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Investment 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 for a better way to manage your wealth, protect your assets or make your savings go further, it never hurts to talk through your situation.

Our wealth management services team, based in London, help a huge range of individuals to achieve their financial goals. We work closely with business owners, families, budding investors and high-net-worth individuals to safeguard their wealth and maximise the value of their financial portfolio.

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 Richard Kleiner or Colin Burns on +44 (0)20 7299 1400. We can then arrange a no-obligation introductory meeting with one of our financial advisor contacts if appropriate.

Frequently Asked Questions

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

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.
 

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, will recommend engagement with one of our authorised financial advisors.

Yes, a highly experienced discretionary fund manager will oversee your financial portfolio, deliver expert recommendations and qualify any investment ideas you may have.
 

To speak to our team, call us or send us a message using the following form and we will be in touch.

T: +44 (0)20 7299 1400

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