Chequers Wealth Management Limited

Independent Financial Adviser 10A Chequers Yard, St. Johns Street, Shropshire, Bridgnorth, WV15 6AG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
We provide a bespoke personal sevice to meet the needs of individual clients
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Mark Heys Cert APFS
Director
Where to find us

10A Chequers Yard, St. Johns Street, Shropshire, Bridgnorth, WV15 6AG

Contact us
About us

Chequers Wealth Management Ltd specialise in providing quality advice to both private individuals and small to medium companies.
Principal, Mark Heys has 19 years experience providing unbiased financial solutions to meet clients needs on a variety of products including Pensions, Investment Planning, Personal & Corporate Protection, Residential and Commercial Mortgages.

Our services

We are specialists in "At Retirement" planning and transfers from Defined Benefit Occupation Pension schemes.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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