Axys Investment Management

Independent Financial Adviser  Regus House, Eaton and eccleston, Cheshire, CH4 9QR
check
FCA authorised
Last authorised 19th October 2020
Our clients are at the heart of all that we do, we focus on exceeding their expectations.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
Meet our advisers
Wyn Thomas Dip PFS
Managing Director
About us

We are an Independent firm of wealth managers and financial planners based in Chester, with a network of tax and legal specialists our purpose is to deliver a cohesive investment and financial strategy for our clients. We aim to simplify the sometimes complex world of investment and tax planning, assisting clients to select the most tax efficient plans, which are underpinned with appropriate investment solutions .We have over 35 years experience in helping clients make the most of their money.
Our clients are usually seeking help to plan for a successful and financially secure retirement, making best use of their investment and pension fund portfolios, they value straightforward, sensible advice, which is specific to their personal needs.

Our services

We invest our time listening to our clients' needs and concerns , we understand what is important and what your priorities are. This enables us to help you achieve your personal vision of financial security and ultimately financial peace of mind.
We act with honesty and integrity, putting our clients at the centre of all that we do, with a dedicated team providing ongoing guidance and support.
We create an individual client plan, with clear objectives,using tax efficient vehicles ensuring you make smart financial decisions, to achieve the financial freedom you desire.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Regus House, Herons Way, Chester Business Park, Chester, CH4 9QR

Similar advisers near you

Independent Financial Adviser 0 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Chester, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
Independent Financial Adviser 0 mi
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
 
Restricted - whole of market 1.23 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 1.98 mi
To help individuals realign their investments with the risk they are willing to take.