Unit 13B, Mollington Grange, Parkgate Road, Mollington, Cheshire, Chester, CH1 6NPMake an enquiry
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.
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.
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.
Assistance with legal documents (Wills, Powers of Attorney).
Share and Investment administration services ('Lost' paperwork, identification and verification).
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