Philip started advising clients in 1990 and was a founding partner of Edward Asset Management on 14th June 2004.
Philip is a Chartered Associate of the London Institute of Banking & Finance. This means he is at the operating at the pinnacle of achievement within the financial planning profession.
He specialises in financial planning with regard to pensions and investment advice, cashflow planning and estate planning for high net worth clients and entrepreneurs pre and post retirement based in Liverpool, Manchester, Southport, Maghull, Wirral, Warrington, Widnes, Chester, Merseyside, Macclesfield, Wirral and the north of England.
After working for various financial organisations, Philip decided to set up Edward Asset Management LLP with the aim of providing bespoke financial planning advice services to both private and corporate clients. Since then the business has grown into a successful and trusted local financial planning partner for its clients.
Edward Asset Management have been giving trusted advice to clients since 2004, and since then have been using all their experience to provide the essential financial planning advice for their clients and their circumstances, guiding them through their life’s financial journey. We do this by following our process, allowing us to take into account what you need, develop your Lifetime Financial Master Plan, and make sure you stay on track.
Getting to know you – We take the time to get to know you, your background, your current situation and your plans for the future, while letting you learn about us as well.
Constructing your plan – Next, we’ll take into account everything we’ve learned about you, crunch the numbers and construct the basis of your Lifetime Financial Master Plan. This is the first step to achieving what you want financially. Throughout our relationship, we’ll come back to this and adjust it when needed. It will be bespoke to your circumstances, and able to change with them.
Analysing what’s best for you – Once we’ve constructed the plan, we’ll determine which tools are best to get you where you want to be, assessing what you already have and what else you might need, or if anything could do the job better.
Putting everything in place – We’ll then go about the legwork of implementing everything needed to carry out your plan, be it switching an investment or putting a policy in place. Everything will be agreed with you, and our team will make it happen.
Staying on track – It’s important to regularly check that your plan still suits your wants and needs, and as such we’ll review it annually, as well as when anything significant changes, making amendments when needed. This will make sure that you stay on track financially, and in life.
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?
Manchester | Merseyside | Maghull | Wirral | Southport | Formby | Warrington | Widnes | Chester | Cheshire | Knutsford | Macclesfield | Bolton | Chorley | Leyland | Northwich | St Helens | Wigan
