Financial Advisers
in Formby

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 firm of Independent Financial Advisers servicing the North West of England. The firm was set up by Managing Director Chris Lunt, and now has a number of advisers at the firm including an excellent back office team. We pride ourselves on having state of the art back office and financial planning systems, enabling us to provide our Read more...

Working alongside LJ Financial Planning Limited, we build long term relationships with our clients. In the UK there are only a small number of financial adviser firms who have been awarded the prestigious ‘Chartered Financial Planning Status’, LJ Financial Planning is one of them. We are independent, our only tie-in is our loyalty to our clients.

There are two main types of Invoice Finance available; Factoring and Invoice Discounting. Both are flexible funding and collections services which release the cash tied up in outstanding customer invoices, bridging the cash flow gap between raising an invoice and getting paid.