We are a leading financial team of independent financial advisers (IFAs) & wealth managers based in Liverpool and working with clients throughout the north of England. We’ve built our business around our clients. Our purpose is to help our clients understand how much is enough.
Our clients often have complicated finances and come to us to take away that complexity. We give them freedom from worry and optimism for the future with our trusted independent financial advice.
We specialize in planning for senior executives, business owners and their families.
Our typical clients are planning for retirement, or have just retired. They have pension and investment funds worth over £300k, as well as other wealth.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Suite 6, Merchants Place, Century Building, Tower Street, Liverpool, L3 4BJ
01515271664
Business Name
Edward Asset Management LLP
Services Offered
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