Chester Financial Wealth Management Ltd

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!