Straightforward Financial Planning for Bolton
At Edward Asset Management, our mission is to make wealth management easy and stress-free. Our trusted team of Independent Financial Advisers (IFAs) and wealth managers, based in Liverpool, proudly serves clients across Bolton and the wider North of England.
We focus on one crucial goal: helping you gain clarity on your finances by answering, “how much is enough?” We simplify complicated financial matters, ensuring you can plan for your future with absolute peace of mind.
Our friendly, expert advisers are here to assist you with all your financial needs, including:
Investment planning
Pension and retirement planning
Business protection
Inheritance tax planning
We are committed to helping local individuals and families in Bolton grow their wealth and secure a comfortable retirement. Why not get in touch to start your plan?
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.
For business owners, families and individuals looking for financial planning in Bolton, Edward Asset Management are here to help.
