Edward Asset Management LLP

Independent Financial Adviser  Suite 6, Merchant Place, Merseyside, UK, L3 4BJ
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FCA authorised
Last authorised 20th September 2021
We continually search for better value and choice and are agile enough to respond to opportunities quickly. Plan. Commit. Succeed.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Philip Edward DipPFS, Certs CII(MP & ER)
Principle
About us

Edward Asset Management LLP offers a comprehensive range of financial services in order to fulfil its commitment to provide a complete and personal service for each client according to his or her individual and business needs.
We work on a fee or commission basis. All costs will be discussed at your first meeting, which is free of charge.

Our services

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging Edward Asset Management you assure yourself of regular financial checkups and access to new ideas brought to you by the Edward Asset Management team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you into the future.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Suite 6, Merchant Place, Maghull, Liverpool, Merseyside, UK, L3 4BJ

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