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  11. Griffin Wealth Management Limited

Griffin Wealth Management Limited

Independent Financial Adviser  Soughton House, Chester, CH1 2NS
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FCA authorised
Last authorised 8th August 2022
Griffin Wealth Management offers expert advice on investments, retirement, Inheritance Tax, trustee investments and long term care.
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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Critical illness
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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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Long term care
Meet our advisers
MR Trystan Lewis BA (Hons) APFS Chartered Financial Planner
Chartered Financial Planner
About us

Griffin Wealth Management was created by Trystan Lewis BA (Hons) APFS Chartered Financial Planner. Building on the experience acquired whilst working for one of the largest independent firms of Chartered Accountants in Cheshire, Griffin Wealth Management was established to provide professional independent financial advice to both private and corporate clients.

Our services

Our aim is to simplify the complex issues our clients face, providing them with the confidence to make informed decisions about their financial futures. In essence we help clients build as much wealth as possible whilst still working, maximise wealth from investment performance and ensure that wealth is protected from any unforeseen circumstances, doing all of this as tax efficiently as possible.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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

Soughton House, 2 Nicholas Street Mews, Chester, CH1 2NS

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