Edwards Associates Independent Wealth Advisers LTD

Through personalised financial management packages, our aim is to simplify the complexity and confusion of financial products, minimise uncertainty and give you a clear direction for your future financial health.

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Michael Bonnell

Director
BCom (Hons) AdvDipFA

Suite 1, First Floor
29-33 Lower Kings Road
Berkhampstead
Hertfordshire
HP43EN

M: 07846 984950
michael@edwardsassociates.co.uk

Deborah Robinson

Director
ACII, DipPFS

Creeve,

The Mount,

Barley,

Hertfordshire,

SG8 8JH

T: 01763 661971
M: 07958 757868
deborah@edwardsassociates.co.uk

£ 66m

under management

18,250

days of experience

312

happy clients

What our clients say

Since we first met Deborah over 10 years ago, we have received sound and timely advice.

Our pension planning has been intelligently guided and mapped out by Deborah over the years. We are delighted with the current state of our pension fund. We do realise that the markets can fluctuate, but with Deborah’s advice we have sheltered our investments as and when required.

Stuart T Business Manager - Telefonica UK Limited

For over twenty years, Deborah has given us consistently sound investment advice, using her expertise to adapt our portfolio according to changes in the financial markets and in our personal circumstances as we moved from employment into retirement. We appreciate the regular reviews and the personal contact that have always made it so apparent that she is working with our best interests at heart.

Penny BRetired Editor

Deborah has looked after my financial affairs for over 10 years now. Her help and guidance have been invaluable as I moved from employee to Director of my own company; needing pension and investment advice. The regular reviews and independent advice give me great confidence!

Peter B BellTech Services Ltd

What we can do for you

Wealth management

A friendly pro-active service that brings together equities investment and other assets in a bespoke, resilient plan aligned to your personal profile.

Portfolio models to suit you

Each financial management plan is tailored to reflect your priorities and preferred level of caution/risk – both now and over the longer term.

Initial and ongoing services

An initial appraisal to understand your present circumstances, followed by scheduled annual reviews to fine-tune your portfolio as those circumstances change.

Cutting through complexity

A straightforward approach that helps you understand and manage your current and future financial health.

Transparent charges

A 3-tier, fee-based charging structure enables you to select the service model that best suits your requirements and circumstances.