Axys Investment Management
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Business
- Corporate pension
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Regus House, Herons Way, Chester Business Park, Chester, CH4 9QR
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.
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.
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