0151 221 9700
Based in Liverpool
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified 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 statusLast checked: 11 October 2026
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
29
Recent Client Reviews
Philip has received 29 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Philip has received 29 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: 06 August 2026
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 below16 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 belowPhilip 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
About
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.