Cheshire House Wealth Management Limited

Independent Financial Adviser Cheshire House, 29 The Commons, Sandbach, Cheshire, CW11 1FJ
FCA verified
13th August 2018
We work with you as an individual to create, implement and manage a financial plan.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Equity release
    • First time buyers
    • Home reversion
    • Remortgage
    • Residential
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Jean Proctor
IFA
Where to find us
About us

Cheshire House Wealth Management Limited provides Retirement Planning advice, Investment Planning advice and Care Fees advice. Our Independent Financial advice also provides Family Protection, Mortgages including Equity Release and Inheritance Tax Planning. The Principal and owner of Cheshire House Wealth Management, Jean Proctor, is also a Pension Transfer Specialist.

Our services

Our business is dependent upon trust and the relationships we have built with clients and evolved over time.

We use the latest technology to provide straightforward and transparent advice in a simple and convenient way.
Our expertise is in the pensions area with the Principal and owner being a Pensions Transfer Specialist.

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

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