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Edward James Financial Planning Limited

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Ed Crossley is an experienced Financial Adviser with over 20 years in the financial industry and a Diploma in Financial Planning.

After nearly five successful years as a financial adviser with Prudential Financial Planning, Ed was delighted to establish his own financial advice business,  Edward James Financial Planning Limited, as part of The Advice Partnership from Prudential.

Ed has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Ed takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Ed provides sound, personal and expert advice.

In his spare time, Ed has two children called Lewis & Isla that keep him busy. They like to watch movies together and have a regular take away. He is also a keen football fan and still plays regularly.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

Ed has been part of my financial retirement planning journey from the start.  He has spent time getting to know me and my family and understanding my objectives and what I wanted to achieve.  Ed provided his expertise, gave me options and constantly challenged my thinking, to ultimately ensure the financial retirement plan I have in place delivers against my objectives, whilst providing a fund to support me throughout my retirement. Ed is a trusted adviser and the person I turn to with confidence when financial decisions need to be made.

February 2021

I started working with Ed a few years ago, when I wanted to release some money from a pension scheme.  Ed spent time working through the options with me, ensuring I had all the facts before making a decision. I have continued to work with Ed as I have moved into full retirement.  He has got to know me and my family and taken a lot of the stress out of bringing my pension plans together, advising on investment options, whilst understanding the levels of risk I am comfortable with.

Ed keeps in regular contact with me and is responsive to any questions I have.  I trust in his advice and feel confident that my money is invested to achieve longevity and my objectives are achieved as effectively as possible.

February 2021

Ed has always been friendly and helpful.  He keeps his word and if he says he will do something he does it which is refreshing.  He goes out of his way to explain the ramifications of any decisions with humour and patience.  We are very happy to have Ed as our adviser.

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Edward James Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.