Candid Financial Planning Ltd

Independent Financial Adviser  Heronsway, Chester, Cheshire, CH4 9QR
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FCA authorised
Last authorised 18th January 2021
Working with your finances, goals and dreams is a responsibility that we take seriously.
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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Traded endowment policies
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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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Healthcare
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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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Long term care
Meet our advisers
Richard Mainon CFP, FPFS
Chartered Financial Planner
About us

We can help with all areas of your finances and are flexible in our approach in that you can come to us or we will come to you. We have a totally clear fee structure and any charges will be explained and agreed before work commences.

Our services

We produce a working financial plan that really gets into the detail of your finances.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Heronsway, Chester Business Park, Chester, Cheshire, CH4 9QR

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