Financial Advisers
in Birkenhead

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.

Based in Wirral, Merseyside and established in 1974, over the years, we have built a strong reputation for our expertise in creating bespoke financial planning solutions, for both personal and corporate clients. We will provide you with a dedicated financial adviser, who will take time to understand your needs fully, so that you can receive the very best impartial advice.

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.

At Simon Kershaw & Associates Limited our highly skilled and experienced professionals look forward to working with you to find the most effective way to meet all your financial needs.

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 clients with an up to date bespoke service.

Whether you are starting out, looking to grow or considering a sale, we can provide the guidance you need. Because we are both Chartered Accountants and, through our sister company, Chartered Financial Planners, we are able to provide our clients in Cheshire, Merseyside, North Wales and elsewhere in the UK with the most professional and high quality advice.

We are authorised financial advisers, who specialise in giving advice on a wide range of subjects to assist with your personal financial planning including, Investments, Inheritance Tax Planning, Pensions, Life Assurance and Mortgages.