George Travis Ltd

Independent Financial Adviser  Unit 13B, Cheshire, Chester, CH1 6NP
First meeting at adviser's own cost
Chartered Financial Planner - Professional, experienced and qualified. Fully independent. Reliable, approachable and adaptable to your needs. Personal contact point.
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 & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Seamus Wild
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
About us

George Travis Ltd, Chartered Financial Planners

We provide bespoke, independent Financial Planning, Wealth Management and Investment Management advice across Cheshire, North Wales, Wirral, Merseyside and Shropshire. Investments, Pensions, Mortgages, Life and Illness insurances (protection) for individuals, trustees, charities and businesses are the main areas of our support.
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We are a small firm based in Chester with offices easily accessible for our clients based in the North West and those further afield in the UK. Because of our size and constitution, we pride ourselves in being able to offer an unrestricted, focussed and ‘tailor made’ approach to suit each of our clients’ needs.

We are completely independent and are not tied to, or allied with, any other financial organisation and so are not compromised in any way by our recommendations. We are entirely free to offer advice covering a wide market in a manner that we feel best suits our clients.

We are fully owned by our working director(s) and are pleased to hold Chartered status as granted by the CII (Chartered Insurance Institute). This accolade is recognised as a pinnacle of professionalism for businesses that offer Financial Planning advice.

Our services

Investments and Savings.
Pensions and Retirement planning.
Estate and IHT planning.
Long Term Care.

Mortgages (Conventional and 'Lifetime').
Financial protection (Life, Health, Illness and Disability insurances).
Business support (SME's- Shareholder protection, 'Key person' Auto-enrolment).
Planning for children.
Tax advice.
Assistance with legal documents (Wills, Powers of Attorney).
Share and Investment administration services ('Lost' paperwork, identification and verification).

Where to find us
Head office address: Unit 13B, Mollington Grange, Parkgate Road, Mollington, Cheshire, Chester, CH1 6NP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021

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