Chester Financial Wealth Management Ltd

Independent Financial Adviser Watergate House, 85, Watergate Street, Chester, Cheshire, CH1 2LF
FCA verified
15th October 2018
Chester's most recommended Chartered Financial Planning firm, providing expert, trusted advice on investments, pensions and inheritance tax for 25 years.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • 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
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • EEA
Meet our advisers
adviser-person
Mark Bird BSc FPFS Fellow
Chartered Financial Planner & CII Fellow
Where to find us

Watergate House, 85, Watergate Street, Chester, Cheshire, CH1 2LF

About us

We are a Chartered Financial Planning firm with offices in both Chester and Warrington, specialising in:

- Investment planning
- Retirement planning, helping especially with decisions at retirement, pension splitting on divorce and pension consolidation/transfers.
- Inheritance planning
- Trustee and Corporate financial planning.

Most of our clients are either retired, approaching retirement or have accumulated wealth at a young age as a result of an inheritance, owning a business, injury compensation or property sale.

As a local, family-owned company, we build life-long relationships with our clients based on trust, integrity and fairness.

Our clients have told us they appreciate that we really listen to them, help them create a long-term strategy, do it in a language they understand and provide lasting value for money.

To help you with your search for an IFA, an adviser can be qualified to:

- Diploma level (basic minimum industry requirement)
- Chartered (equivalent to a university degree), held by around 20% of advisers
- Fellowship (highest industry qualification), held by only 5% of advisers in the UK.

It is important to note that a firm may be Chartered, but the individual adviser assigned to you may not be, so do ask the question!

Our services

Whether you are an individual, a small business owner or trustee, our expertise and guidance will help you build, manage and protect your wealth, creating peace of mind during the process.

We formally commit to meet up at least once a year. This ensures your strategy remains realistic, flexible and suitable. We will help you to protect and grow your wealth, leaving you to enjoy it.

For further details about us, our service and awards, visit our website at or contact us to arrange a free, no obligation, initial consultation at our Chester/Warrington offices, or at your home.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Chester Financial Wealth Management Ltd is an appointed representative of LJ Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority and registered in England, Registration number 5280582. LJ Financial Planning provides our company with compliance oversight and support. This gives us and our clients greater peace of mind and allows us to spend more time with our clients.

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