0151 221 9700
Based in Liverpool
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2023
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
Last checked: 11 March 2025
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
30
Recent Client Reviews
Philip has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
16
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 qualification certificates available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Philip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
Last checked: 11 March 2025
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
30
Recent Client Reviews
Philip has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
16
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 qualification certificates available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Philip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Chartered Financial Planner. I started advising clients in 1990 and was a founding partner of Edward Asset Management LLP on 14th June 2004. I am a Chartered Associate of the London Institute of Banking & Finance. I specialise in financial planning regarding pensions and investment advice, cashflow planning and estate planning for clients and entrepreneurs pre and post retirement based in Liverpool and serving clients primarily in the North West. After working for various financial organisations, I decided to set up Edward Asset Management LLP with the aim of providing bespoke financial planning advice services to both private and corporate clients. Since then, the business has grown into a successful and trusted local financial planning partner for its clients.
Offers available through VouchedFor
Contact Philip through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Philip's clients
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