Top 10 Independent (IFAs) & Restricted Financial Advisers in Chester
Find the best FCA regulated financial advisers in Chester. Get expert help near you with pensions, investments, retirement planning and more

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
Clients
helped
helped
1044
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Professional Adviser Awards - Winners 2023 & 2022
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
helped
2709
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

Chester Financial Wealth Management Ltd
Upton by chester
Initial consultation free
FCA verified
Independent
Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £250,000 in non-property assets.
Clients
helped
helped
163
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

True Potential Wealth Management - Marcus & Tim
Rossett
Initial consultation free
FCA verified
Restricted
Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and could help with inheritance tax planning. Book a no-cost, no-obligation call.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Long Term Care

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
40015
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care

Professional Adviser Awards - Winners 2023 & 2022
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
helped
2709
Minimum
wealth
wealth
£50k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

Paul Cryan - Alexander House Financial Planning Ltd
Helsby
Initial consultation free
FCA verified
Independent
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
Clients
helped
helped
659
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
Clients
helped
helped
384
Minimum
wealth
wealth
£100k+
Meet the team
+6
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

Innes Reid, Chester’s leading firm of Chartered Financial Planners offers a personal service, honesty, professionalism and value for money.
Clients
helped
helped
179
Minimum
wealth
wealth
£100k+
Meet the team
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Chester
