Plan. Commit. Succeed.

What Our Clients Say

At Edward Asset Management it is important to us that our clients feel we have helped them to achieve their financial goals. That is why we are always delighted to get positive feedback on how we have worked with them.

Below you can read some of the testimonials that our clients have given us.

“EAM have looked after mine and my family’s financial affairs for many years. The team offer honest and impartial recommendations in a simple and easy-to-understand manner.  The personal approach ensures that we are made to feel valued as a customer and not just another client.  We are continually kept up to date with the performance of our investments, with regular performance reviews, and this inspires confidence that our financial affairs are in safe hands.

We know that there is always a member of the team available to offer information and advice when required.  Our confidence in the integrity of EAM has led me to make numerous recommendations to family and friends. Thank you for always being there for us.”

Phil (Inland Revenue)

“Philip took time to assist me following the death of my husband.  He was caring and sensitive when I was in a position of vulnerability and guided me through to resolving my late husband’s affairs.  The time and dedication put in to meeting my requirements went far and beyond the call of duty and everything was explained to me in a simplified manner.  I now receive regular updates on my financial affairs, and I am confident that my finances are in safe hands.”

Jennifer (Retired Retailer)

“My experience whilst dealing with Philip has been a pleasure. Very patient and informative explaining the minefield of managing my pension. He broke everything down into bite size chunks so I could fully understand it and didn’t mind me asking a mountain of questions. I would highly recommend using Edward Asset Management for anyone wishing to review their pension options.”

Stephen (Company Director)

“I want to say a big thank you to Philip for all his help and advice in sorting out my pensions while I was going through a divorce.

Philip was recommended to me, and I in turn recommended him as an excellent financial adviser.

I was very impressed with Philip, his professionalism stood out, and he’s incredibly knowledgeable. He’s very easy to get along with and freely gives advice without making you feel pressured. Philips ability to describe complex issues in a straightforward way assured me I could be confident in my choices.

Philip has completely sorted out my pensions and I don’t know how I would have managed without him.

I am looking forward to a long and rewarding relationship.”

Gail from Merseyside

“I have been guided by Philip on pension arrangements since 2004. During that time I have received advice based on good sound principles, offered in a friendly way and explained with clarity and precision. With this support the performance of my Pension Fund has achieved well above double my initial expectation, and will provide my wife, and myself, with a very high-income retirement.

I have always found Philip ready and willing to take time throughout the year, to clarify any issues or enquires I may put to him. Therefore, I have no hesitation in recommending him as a Financial Adviser”

William (Retired Company Director)

“Edward Asset Management have been my financial advisors for over 6 years, looking after my pensions and offering sound council on the way forward with my personal investments. I find him and his staff easy to talk to about all personal money decisions, they breakdown all the financial jargon, which can be confusing at the best of times, into understandable scenarios with realistic expectations. I have no qualms in recommending their services to anyone.”

Andy (Company Director)

“Edward Asset Management has consistently given me accurate, professional, down-to-earth financial advice. 

In these trying times it’s good to have a financial expert you can rely on!”

Bruce (Company Director)

“For the past 10 years Philip Edward has looked after our pensions and investments. We have been delighted with their professional and personal service and would recommend Philip Edward to anybody looking to safely and profitably invest in their future.”

Neil & Jean (Retired Company Director and Teaching Assistant)

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?

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