Cestrian Financial Planning Services Limited

Independent Financial Adviser 10 Grosvenor Park Road, Chester, CH1 1QQ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
Established since 1980, we are Chester's most respected firm of Chartered Financial Planners, specialising in retirement and investment planning.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Anna Williams A.P.F.S
Chartered Financial Planner
Accreditations
Chartered Financial Planner
David Brassington A.C.I.I. / A.P.F.S
Managing Director / Chartered Financial Planner
Accreditations
Chartered Financial Planner
Paul Lappin A.P.F.S
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
A very worthwhile and useful service whatever your financial needs, Cestrian provides ease of access and a quick response, and are also very friendly.
R & J Thomas, Chester
The staff at Cestrian are excellent and always up-to-date, they know their business, speak to them ASAP.
J & S Melly, Belfast
Cestrian Financial Planning Services were recommended to me by an accountant nearly 30 years ago and have helped me with my pension and investments. We have always been highly satisfied with the service and advice provided, they are first class.
P & A Gardner, Chester
In my experience, Cestrian Financial Planning Services have demonstrated the highest integrity possible in dealing with my affairs. I am happy to recommend them to anyone who crosses my path.
Matthew Clements, York
Where to find us
About us

Cestrian Financial Planning Services Ltd is a second generation family business, established in Chester in 1980. We strive to deliver a professional service of the highest quality, focused on improving the lives of our clients and their future generations by helping them achieve their financial ambitions.
We are proud of achieving the accolade of being Chester's first Chartered Financial Planning firm, and the 17th in the UK to reach the pinnacle of our profession. This means we demonstrate the highest level of technical expertise and professional standards, which are audited on an annual basis by the Chartered Insurance Institute.

Our services

Our core purpose is to improve the lives of our clients and their future generations by helping them achieve their financial ambitions.
We take the time to understand your present position and future goals, so we can develop and prepare a bespoke financial plan to realise your objectives. The plan will identify and help you understand any risks you may face, while working to minimise these and maximise tax efficiency and potential returns.
To keep on track we will meet you regularly to review progress towards your goals and adapt the plan to take account of any changes.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Cestrian Financial Planning Services Ltd are Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority. Registered in England. Registration No. 1471193.

Similar advisers near you

Independent Financial Adviser 0.36 mi
We pride ourselves on being honest, impartial and easy to talk to.
 
Financial Adviser (Restricted Whole of Market) 0.4 mi
We are a firm of forward-thinking Financial Advisor's passionate about constructing, preserving and increasing our clients’ wealth.
 
Independent Financial Adviser 0.45 mi
Chartered Financial Planners providing independent financial advice to individuals and companies.
 
Independent Financial Adviser 0.49 mi
Our clients tell us they value our honesty combined with our in-depth knowledge, particularly in complex financial areas.