At Edward Asset Management, we offer a full range of financial advisory services to help you with all your wealth management needs. Our team of trusted independent financial advisers (IFAs) and wealth managers are based in Liverpool and serve clients across the entire Merseyside and North of England areas.
We’ve built our business around our clients, with the core purpose of helping you understand “how much is enough.” Our clients in Merseyside often have complex finances, and we specialize in simplifying them. Through our independent financial advice, we provide you with peace of mind and hope for the future.
Our independent financial advisers, serving Liverpool and the surrounding areas, are ready to assist you with all your financial needs. We 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 in Merseyside who are accumulating wealth and planning for retirement.
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 provide financial planning advice for individuals, families, and businesses in Merseyside. Our guidance helps you plan and structure your finances to protect your wealth.
