Chester Financial Wealth Management Ltd

Independent Financial Adviser  Watergate House, Chester, Cheshire, CH1 2LF
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FCA authorised
Last authorised 26th July 2021
Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 27 years. Advising UK resident clients with a minimum of £500,000 in non-property assets.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Mark Bird
Chartered Financial Planner & CII Fellow
About us

Although our head office is in Chester, we deal with clients all over the UK, with a growing hub in London.

We specialise in:
- Investment planning and tax mitigation
- 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.

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 review 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 <url hidden> or contact us to arrange a free, no obligation, initial consultation face-to-face or remotely.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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