Why our bespoke investment plans are the perfect fit for you

Personal Investment Planning Merseyside

Mistakes in personal investment planning can lead to significant financial losses and irreversible damage to your investment portfolio.

Protect Your Financial Future with Expert Investment Advice in Merseyside

Don’t let financial mistakes derail your future. Our experienced investment advisors in Merseyside can help you:

  • Make informed investment decisions
  • Advise on tax implications
  • Identify and plan for your wealth goals

We’ll guide you through the complex world of investments, ensuring your capital is invested wisely and efficiently.

Contact us today to schedule a consultation and take control of your financial future.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

Types of Investments & How We Invest Your Money

There are many options for you in terms of the types of investments available. We help clients across Merseyside to plan their personal investments and choose from the many options out there.

Expert Investment Financial Advice and Personal Investment Planning in Merseyside

Edward Asset Management are based in the heart of Liverpool and work with clients across the north of England. Situated in Albert Dock, we are easily accesible for clients across the city who need Personal Investment Portfolio Planning.

Get in touch to discuss your Personal Investment Planning

Our Financial Advisory Services

We offer a full range of financial advisory services in Liverpool, the wider Merseyside areaManchester, Southport, Maghull, Wirral, Warrington, Widnes, Chester and the north of England to help you manage your wealth.

Business Protection

Business protection Planning Advice in Liverpool, UK

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.

Investment Planning

Investment Planning Advice in Liverpool, UK

Making the wrong decisions when investing money can be very costly. Our financial planning services give you the advice you need.

Pensions

Pension Advice in Liverpool, UK

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.

Protection

Protection Planning Advice in Liverpool, UK

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.

Retirement Planning

Retirement Planning Advice in Liverpool, UK

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.

Tax Planning

Tax Planning Advice in Liverpool, UK

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.

Inheritance Tax Planning

Inheritance Tax planning Advice in Liverpool, UK

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.

Get Started

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?

GET INDEPENDENT FINANCIAL ADVICE SERVICES BASED IN LIVERPOOL AND THE NORTH Of ENGLAND

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