Edward Farmer

Background

About Edward Farmer

I am a Chartered Financial Planner, with more than 25 years' experience, at award-winning wealth management firm, Evelyn Partners. I work alongside individuals and their families to, initially, provide them with a clear understanding of their overall financial situation and where they are currently heading following detailed meetings to establish their key financial objectives, priorities and concerns. Armed with this information, we can then put in place robust financial plans to help our clients achieve all that they want to out of life. I aim to provide clients with a ‘one-stop shop’ for all their financial needs which is valued by individuals who often do not have the time to devote to such matters themselves. The areas that I specialise in would, typically, cover the following- Personal and business protection – protect the needs of your family/business whilst you are building up your wealth- Retirement planning – including pensions and other lifetime savings- Investment and cash management services- Inter-generational planning – including estate planning, gifts, use of trusts, school fees etcIn the areas where I am unable to advise, I will co-ordinate conversations with other professionals, including lawyers, accountants, mortgage advisers etc, with whom I have established strong relationships during my career. In this way, we hope to provide a seamless service to our clients. Whilst Evelyn Partners is a national firm and one of the leading wealth management firms in the UK, I work within a relatively small team of 12 like-minded colleagues including five other financial planners who each have their individual specialisms, such as dealing with international clients, charities, NHS practitioners and GPs or business owners and entrepreneurs. We work collegiately and aim to offer a highly personalised service to our clients. The relationships that we have with families tend to be long-standing, built on expertise, service and trust. My clients include: High net-worth individuals | Partners of accountancy and solicitor firms | Small business owners and entrepreneurs | Individuals at or near retirement | Trustees | CharitiesPlease do get in contact if you believe that our services would be interest to you, your friends, family and colleagues. We would be pleased to help.