We provide bespoke, independent Financial Planning, Wealth Management and Investment Management advice across Cheshire, North Wales, Wirral, Merseyside and Shropshire. Investments, Pensions, Estate Planning, Care Funding, Life and Illness insurances (protection) primarily for individuals, trustees, charities and small businesses.
We are a small, privately owned firm based in Chester with offices easily accessible for our clients based in the North West and those further afield in the UK. We are completely independent and are not tied to, or allied with, any other financial organisation and so are not compromised in any way by our recommendations. We have access to the full market and are entirely free to offer unbiased advice and choice to cover a wide range of client circumstances.
Because of our size and constitution, we pride ourselves in being able to concentrate our resources on our clients which allows us to offer a focussed and ‘tailor made’ service to suit each of their personal needs.
We are fully owned by our working director(s) and are pleased to hold Chartered status as granted by the CII (Chartered Insurance Institute). This accolade is recognised as a pinnacle of professionalism for businesses that offer Financial Planning advice.
Our ambition for you
Our primary intentions are to help you increase and protect your wealth, to save you money, to save you time and to save you paperwork. We aim to achieve this in a manner that suits your circumstances and in a way that is most convenient for you.
We take care to ensure that we fully understand your personal financial circumstances and in return we strive to ensure our advice is equally personal to meet your needs.
We believe that only the best and most suitable advice can be given after we have gained a full understanding of your financial situation. We encourage regular two way dialogue so as to ensure all advice is up to date and relevant. As a means of communication we are equally comfortable using whichever method suits you; whether by e-mail, conventional post, telephone call or face-to-face meeting.
Very broadly, our main areas of advice:
- Investments and Savings
- Pensions and Retirement planning
- IHT, Estate and succession planning
- Long Term Care and Care Funding options
- Financial protection (Life, illness and disability insurances)Tax, investment and stockbroking administration services
Further details of our services can be found on our services page.