Edward Asset Management provides Independent Financial Advice and is a trusted team of Independent Financial Advisers (IFAs) and Wealth Managers based in Liverpool serving clients throughout the north of England. We’ve built our business around our clients. Our purpose is to help our clients understand how much is enough.
Our clients frequently have complicated finances and come to us to simplify them. With our trusted independent financial advice, we provide them with peace of mind and hope for the future. Our Liverpool and surrounding area independent financial advisers can assist you with your financial needs. They have qualified wealth management advisers who can offer the best financial advice in a variety of areas such as investment planning, pension planning, retirement planning, business protection, inheritance tax planning, and so on.
We specialise in providing financial planning and analysis for those who are accumulating wealth and planning for retirement.
Together, we will craft an achievable and fulfilling lifetime financial wealth management list of everything you wish to achieve. This will ensure you have a clear long-term financial planning strategy to help you accomplish your life goals and aspirations.
We will be there with you during the inevitable market extremes – both periods of unsustained euphoria and exaggerated armageddon. We will prevent you from doing anything that is financially self destructive. If we can ensure you don’t make life-changing errors during these periods, our value is exponential.
Employing a caring independent financial adviser is like taking out ‘big mistake insurance‘.
Life often throws up hurdles that you didn’t see coming. We can help plan for those unexpected events.
Making sure you can get the future you want is important. We can help you plan to achieve it.
We can help you plan to meet your financial goals, while maintaining flexibility for any changes in the journey.
We can help build a financial plan with you so that you can leave your legacy on your terms.
We offer a full range of financial advisory services in Liverpool, the wider Merseyside area, Manchester, Southport, Maghull, Wirral, Warrington, Widnes, Chester and the north of England to help you manage your wealth.
Make sure your business is prepared to deal with whatever is thrown at it with business protection services such as key man insurance and life cover.
Making the wrong decisions when investing money can be very costly. Our financial planning services give you the advice you need.
Whether for you or your employees, pension planning is a key part of preparing for the future. We can advise on the best options for you.
Often people have a need to ensure there is an amount of money available in the event of their death. We can advise the options that you have.
A key part of planning for your retirement is knowing what you want to get from your pension and other investments. There are many options available.
Effective tax planning is a key part of managing your finances, but it can be complicated. Our financial advice can help you find the best course.
The tax that is due to be paid on your estate when you die can be complex so planning how best to pass on your wealth is really important.
We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an initial chat?
We believe in ten key lessons that help with planning a stable strategy towards achieving your financial goals
Read our latest news articles and insights from the financial world.
If you wish to speak our one of our Independent Financial Advisers in the Liverpool and surrounding areas, we would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an initial chat?
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