At Edward Asset Management, we believe in making wealth management easy. Our trusted team of Independent Financial Advisers (IFAs) and wealth managers, based in Liverpool, are dedicated to helping clients across Widnes and the whole of the North of England.
Our main focus is simple: helping you understand “how much is enough” to live the life you’ve always wanted. We specialize in simplifying complicated finances, giving you peace of mind and confidence in your future.
Our expert advisers are here to help with all your financial needs, including:
Investment planning
Pension and retirement planning
Business protection
Inheritance tax planning
We’re passionate about helping individuals and families in Widnes who are growing their wealth and preparing for retirement. Our team is ready to assist you.
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 offer businesses, individuals and families in Widnes trusted financial planning and wealth management advice.
