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  11. Axys Investment Management

Axys Investment Management

Independent Financial Adviser  Regus House, Chester, CH4 9QR
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FCA authorised
Last authorised 11th October 2021
Our clients are at the heart of all that we do, we focus on exceeding their expectations.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
Meet our advisers
MR 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)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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