At Edward Asset Management, we’re here to help with all your wealth management needs. Our team of trusted Independent Financial Advisers (IFAs) and wealth managers are based in Liverpool, and we’re dedicated to helping clients across Warrington and all of the North of England.
Our main goal is to help you figure out “how much is enough” to live the life you want. We specialize in taking complicated finances and making them simple, so you can have peace of mind and feel confident about your future.
Our expert advisers can provide financial advice in key areas like:
Investment planning
Pension and retirement planning
Business protection
Inheritance tax planning
We love helping individuals and families in Warrington who are growing their wealth and getting ready 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 offer trusted financial planning and advice for individuals, families, and businesses in Warrington, helping you assess your financial situation and manage your wealth.
