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
9th December 2019
We provide a bespoke personal sevice to meet the needs of individual clients
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • 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

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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