Edward Asset Management is an independent financial adviser firm based in Liverpool & North of England. We have been offering Retirement Planning Advice, Investment Planning Advice, Inheritance Tax Planning Advice, Pension Advice & Financial Planning advice services to all Business owners, Company Directors, High earning employees, Professionals, accountants, solicitors with minimum investible assets or existing pensions of £300,000.
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.
Edward Asset Management LLP
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