What Gerald Edelman does

Gerald Edelman is a London-headquartered chartered accountancy and advisory firm, structured as a limited liability partnership and operating continuously since 1946. It delivers six integrated service pillars: Audit and Assurance; Accounts and Outsourcing (including bookkeeping, payroll, company secretarial, Making Tax Digital, and HR consultancy); Tax (corporate, personal, international, property, R&D, VAT, and tax investigations); Private Client (estate planning, family office, probate, trusts, residency and domicile, wealth management); Advisory (corporate structure and governance, forensic accounting, growth advisory, non-executive director placements); and Corporate Finance (business valuations, deal advisory, debt advisory, IPO and capital markets, transaction services).

The firm's underlying technology stack is conventional professional-services tooling rather than proprietary platforms; delivery is partner-led and human-judgment-driven, with a wholly-owned probate subsidiary (Gerald Edelman Probate Services Limited) and international tax capability supported by the XLNC alliance and bilateral relationships with Schlecht und Partner (Germany) and Fiden (Singapore). There is no disclosed AI/ML capability, no proprietary models, and no AI-adjacent product launches.

Revenue mechanics are entirely fee-based: custom, engagement-priced professional services with multi-year contracts, generated across ten or more customer segments including corporates, FCA-regulated businesses, private equity, partnerships, property investors, HNW individuals, sole traders, startups, freelancers, contractors, and search funds. GTM is relationship-led via direct partner engagement and a strong referral network (87% referrer satisfaction at 9/10), supported by a content-driven thought leadership engine (insights hub, segmented newsletters, LinkedIn) and event participation. The firm reports 1,000+ clients with 10+ year tenures, a 9/10 recommendation score, and recognition as a Top 50 UK mid-tier firm, with the corporate finance team led by Partner Nick Wallis (Dealmaker of the Year 2025, cumulative advised transaction value exceeding £1 billion).

Name

Gerald Edelman

Legal name

Gerald Edelman LLP

Website

https://geraldedelman.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

101–250 employees

Short description

Gerald Edelman is a London-based chartered accountancy and advisory firm founded in 1946, providing integrated audit, tax, corporate finance, and private client services to corporates, private equity firms, regulated businesses, property investors, and high-net-worth individuals across the UK.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Finance and Insurance (52), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Business Owner & Executive Financial Planning (FSAEAAAO), Real Estate Transaction Advisory & Due Diligence (FSAEAJAJ)

Keywords

• Accountancy advisory services
• Tax compliance planning
• Audit assurance services
• Corporate finance advisory
• Private client wealth services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit and Assurance Services: Statutory audits, audit and assurance engagements for corporate clients, providing independent verification of financial statements.
2. Tax Advisory Services: Corporate tax, personal tax, inheritance tax, international tax, property tax, R&D tax relief, VAT advisory, and tax investigations. Revenue generated through advisory engagements and compliance work.
3. Corporate Finance and Deal Advisory: Business valuations, M&A advisory, MBOs, transaction services, debt advisory, and IPO support. Revenue from deal completion fees and advisory retainers.
4. Accounts and Outsourcing: Accounting, bookkeeping, payroll, company secretarial, and Making Tax Digital services for ongoing client relationships.
5. Private Client Services: Estate planning, family office, probate, residency and domicile, trusts, and wealth management for high net worth individuals.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Gerald Edelman is a London-based chartered accountancy firm providing integrated advisory and compliance services to corporates, FCA-regulated businesses, private equity, property investors, and high-net-worth individuals. Core offerings span audit and assurance, accounts and outsourcing, tax advisory (corporate, personal, international, property, R&D, VAT), private client wealth services (estate planning, probate, trusts, family office), corporate finance and deal advisory (M&A, valuations, debt advisory, IPOs, transaction services), and strategic advisory (forensic accounting, growth advisory, non-executive director placements).

Product overview

Gerald Edelman is a London-based accountancy firm offering professional services across six integrated pillars: Audit and Assurance, Accounts and Outsourcing, Tax (covering corporate, personal, and international tax), Private Client (including estate planning, family office, probate, and wealth management), Advisory (encompassing corporate governance, forensic accounting, and growth advisory), and Corporate Finance (including deal advisory, transaction services, and business valuations). The firm, established in 1946 and positioned as a top-50 UK mid-tier firm, serves over 1,000 long-term clients across sectors including corporates, FCA-regulated businesses, private equity, property investors, and high-net-worth individuals. Core service modules span from basic bookkeeping and payroll to complex international tax structuring, M&A transactions, and employee ownership trusts. The corporate finance team has been recognized for deal execution, winning awards including Corporate Finance Team of the Year at the South East Dealmakers Awards 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Assurance Statutory audits, review engagements, and assurance services for corporate clients, providing independent verification of financial statements. Served to UK corporates and FCA-regulated businesses.
• Accounts and Outsourcing Outsourced accounting, bookkeeping, payroll, company secretarial, HR consultancy, and Making Tax Digital compliance services for businesses of various sizes.
• Tax Advisory Services Corporate tax, personal tax, capital gains tax, inheritance tax, international tax, R&D tax relief, VAT, stamp duty land tax, property tax, tax investigations, and self-assessment services. Includes advisory and compliance support for individuals and businesses.
• Private Client Services Estate planning, family office, probate, residency and domicile advisory, trust structuring, and wealth management services for high-net-worth individuals and families. Delivered through a dedicated Private Client team with cross-border tax coordination.
• Advisory Services Corporate structure and governance advisory, forensic accounting, growth advisory, and non-executive director placement services. Supports clients with strategic, governance, and dispute-related matters.
• Corporate Finance Services Deal advisory, business valuations, debt advisory, IPOs and capital markets, and transaction services (financial due diligence, SPA advisory, completion accounts). The team has advised on cumulative transaction value exceeding £1 billion and won Deal of the Year (over £40m) at the South East Dealmakers Awards 2025.

Quantifiable outcome

• 9/10 clients would recommend the firm
• +3 more outcomes

Named customers3 records

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• XLNCcoreStrategic or Co-development PartnerInternational alliance network of accounting and tax advisory firms. Gerald Edelman actively participates in this network, representing the firm on regular trips to South Africa, Switzerland and other jurisdictions. The alliance allows the firm to refer or coordinate with tax advisers from various countries for cross-border client matters.
• Schlecht und PartnerminorStrategic or Co-development PartnerGerman tax advisory firm with whom Gerald Edelman collaborates on international tax matters, particularly regarding Germany's exit tax regime for UK-based shareholders relocating to Germany. Featured as a co-author on international tax content.
• FidenminorStrategic or Co-development PartnerSingapore-based tax advisory firm. Gerald Edelman collaborates with Fiden on international tax matters, including Singapore's Section 10L tax on capital gains from disposal of foreign assets. Fiden contributed content to the International Tax Round Winter 2025.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCVaE_sR8ovfJUhQ5GzDWVbg
• Facebookfacebook.com/Gerald-Edelman-426784981051167
• LinkedInlinkedin.com/company/geraldedelman
• Instagraminstagram.com/geraldedelmanuk
• Xx.com/GEsmartthinking

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gerald Edelman