George Travis Ltd

Independent Financial Adviser Unit 13B, Mollington Grange, Parkgate Road, Mollington, Cheshire, Chester, CH1 6NP
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Chartered Financial Planner - Professional, experienced and qualified. Fully independent. Reliable, approachable and adaptable to your needs. Personal contact point.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Long term care
Meet our advisers
Seamus Wild
Chartered Financial Planner
Accreditations
Later Life Accredited Adviser Chartered Financial Planner
Where to find us

Unit 13B, Mollington Grange, Parkgate Road, Mollington, Cheshire, Chester, CH1 6NP

Make an enquiry
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).

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

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