Edgewater Associates is part of Manx Financial Group plc, providing a wide range of financial services to the Isle of Man market for over 75 years. As
Edgewater Associates Limited is the largest independent financial adviser in the Isle of Man, offering a range of products covering the specialist areas of international wealth management, retirement planning, mortgage advice, personal/business protection, as well as general and corporate insurance.
Edgewater believes that honest, independent advice is the key to clients' well being. This, combined with superior service and extensive knowledge, enables us to offer the best products in the market which are tailored to meet your needs and aspirations.
At Edgewater, we take pride in our independent status as financial advisers. It underpins our ability to formulate sound, creative solutions to manage and protect your assests in the most effective way possible, helping you to achieve and exceed your financial goals.
From humble beginnings in 1996, Edgewater has developed into one of the Island's most respected independent advice firms, with a team of thirty one dedicated professionals. Furthermore, as a subsidiary of Manx Financial Group PLC, and a sister company of Conister Bank, we are perfectly placed to provide a holistic approach to your financial needs.
Edgewater Associates Limited is licensed by the Isle of Man Financial Services Authority and is registered with the Financial Services Authority in respect of General Business.
Edgewater Associates is part of Manx Financial Group plc, providing a wide range of financial services to the Isle of Man market for over 75 years. As a result of this connection, our clients benefit from financial security, corporate strength and extensive market expertise.
If you want to review your finances or wish to discuss any aspect of your personal or corporate financial situation, don’t hesitate to contact us.
Edgewater Associates Limited is the largest IFA firm on the island and provides a bespoke service to over 10,000 personal & corporate clients. We currently manage assets in excess of £293 million.
We specialise in the areas of wealth management, mortgage, insurance and retirement planning.
We are part of Manx Financial Group plc, providing a wide range of financial services to the Isle of Man market for over 75 years. As a result of this connection, our clients benefit from financial security, corporate strength and extensive market expertise.
OUR SERVICES
PERSONAL
Personal Services :
Wealth Management
Retirement Planning
Sipps
Protections
General Insurance
lending services
CORPORATE
Corparate Service
Group Schemes
Business Protection
Commerical Insurance
Small and medium size enterprises (SMEs) are anxious to adopt the same business growth strategies used by large corporations to great success. This includes the use of outside expertise. Unfortunately, consultancy services cannot simply be scaled down for SMEs.
We are a national network of talented and enterprising individuals, supported and managed by local and regional community group members , who share our commitment to helping other businesses succeed.
As part of our mission, we help companies like yours connect, collaborate, and partner with other companies locally, nationally, or internationally strategically and help you grow as per your aspirations, The idea behind putting business growth at the center of strategy is to provide knowledge, experience, and learning to local businesses so they can reach and improve their performance . With our help, you can reach out to local businesses to connect, network , market and promote your business in your own local business community.
We offer you access to your own local business community and a wide range of free or low-cost business workshops, webinars, exhibitions, conferences and networking events that help businesses grow by sharing expert knowledge, experience and learning. Our team of Business Growth Consultants offer business support through events, tailored 1-2-1 consultations and financial help through local governments funding and grants.
Our proprietary programmes, free or low-cost workshops, webinars, and events aid small and medium businesses in building effective strategies, improving organizational efficiency, involving their staff in organisational change, and mastering their supply chains.
Our Business Growth Consultants are here to help ambitious businesses like yours, by offering impartial and confidential information, guidance and support. They can speak to you via zoom, over the phone, or on e-mail as well as meeting in person, for an in-depth conversation at a place convenient to you.
At Edgewater Associates, we provide effective financial planning advice to meet your family’s dreams and aspirations. We offer tailor made solutions to meet your investment objectives that will match your attitude to risk. Our service doesn’t end there. We provide regular financial reviews to ensure...
Planning for financial freedom later in life requires careful consideration; after all, you may spend many more years in retirement than in work. Whether you’re looking to arrange your first pension or review your current arrangements, Edgewater Associates offers specialist advice to help you maxim...
A Self-Invested Personal Pension (SIPP) is a flexible pension with favourable death benefits that allows individuals to make their own investment decisions from a wide range of different sources, including (but not limited to) stocks and shares, Unit Trusts and OEICs, and both Commercial and Residen...
Even with the best laid plans, life can take an unexpected turn. For this reason, it is vital to ensure that your loved ones are provided for in the event of your death or being off work for a long period due to accident or illness. The financial difficulties that may be encountered from the loss o...
There are many potential incidences in life which could cause loss or injury to you and those close to you. However, many of these things can be insured against to lessen the blow and deal with any financial concerns, which could cause additional stress at a time when it is least needed. Whether it...
Your business deserves advice that is grounded in local knowledge and global experience. We know that every business is different and that the Isle of Man offers unique financial opportunities and challenges to businesses. Edgewater has operated on the Island for over 20 years, so you can rest assu...
A generous employee benefits package can be a great way to ensure that you can attract the best applicants to work for your company, and retain existing employees. Although certain benefits may be legally required, for example, paid holiday or auto-enrolment pension schemes in the UK, other benefit...
As a shareholder, director or partner, you are used to making daily decisions to protect the future of your business: from employing the right staff to insuring assets against damage. But have you considered the most crucial type of protection – insurance against the death or critical illness of the...
Edgewater Associates is able to offer a full range of insurance services to meet your business requirements. Arranging insurance covers for your business can be time consuming and expensive, especially when dealing with multiple covers and providers, and often you won’t have the time to review the ...
