Edward Asset Management LLP

Independent Financial Adviser 47 Sefton Lane, Maghull, Liverpool, Merseyside, UK, L31 8AE
FCA verified
10th December 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Philip Edward DipPFS, Certs CII(MP & ER)
Principle
Where to find us

47 Sefton Lane, Maghull, Liverpool, Merseyside, UK, L31 8AE

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.

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

Partners: Philip Edward. Anne Edward
Edward Asset Management LLP, 47 Sefton Lane, Maghull, Liverpool L31 8AE (Registered Office) Registered in England and Wales No. 0C307149
Authorised and regulated by the Financial Services Authority
Plan. Commit. Succeed.

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