Edmund has been working in finance since 2010.
In 2014, he was ranked as one of the top 100 Financial Advisers in the UK by Vouched For, an independent financial advisory website, based on multiple 5* client reviews.
Edmund has been featured in The Daily Telegraph, The Daily Mirror and Moneyweek, offering a range of financial advice from student loans to retirement planning.
From the outset, Edmund developed a close personal relationship with his clients. He has intentionally kept his client bank small, in order to provide a more personal service. This enables Edmund to develop a comprehensive understanding of client needs and those of their families, in one instance, taking on three generations of one family as clients.
Edmund is an active volunteer outside of work by helping raise over £100,000 for various good causes. In 2020, he volunteered to be part of the team assisting with the COVID pandemic. Edmund built a range of data sets to help inform decision makers about the spread of the virus and built the early warning system to help detect a second surge.
Areas of Expertise
Savings, tax and growth efficiencies
Working with various fund managers to build bespoke client portfolios
Pension transfers
Qualifications/Accreditations
Diploma in Financial Planning