At Edward Asset Management, we offer a comprehensive range of financial advisory services to meet 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 Maghull and North of England regions.
We’ve built our business with a single purpose: to help our clients understand “how much is enough.” We specialize in simplifying the often-complex finances of our clients, providing them with peace of mind and confidence in their financial future.
Our qualified advisers can offer expert financial advice in a variety of key areas, including:
Investment planning
Pension and retirement planning
Business protection
Inheritance tax planning
We specialize in providing tailored financial planning and analysis for individuals and families in Maghull who are accumulating wealth and preparing for retirement. Our team is ready to assist you with all your financial needs.
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 to individuals, families, and businesses in Maghull, helping you structure your finances and protect your wealth.
