Howard Worth Independent Financial Management

Independent Financial Adviser Howard Worth Chartered Accountants, Drake House, Gadbrook Way, Gadbrook Park, Rudheath, Cheshire, Northwich, CW9 7RA
First meeting at adviser's own cost
Response rating
FCA verified
24th June 2019
We provide tailored Independent Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Catrina Walker-Jones
Chartered Independent Financial Adviser
David Glaister
Independent Financial Adviser
Paul Galley
Independent Financial Adviser
Michael Doherty
What our clients say
Our advisor Paul Galley has been fantastic. He has done everything he said he would in a very friendly and timely manner.
Will, Cheshire
David is very personable and approachable, more facts less jargon than competitors who pitched for the business. Happy with the decision to date
Paul, Shropshire
Catrina Walker-Jones has always advised me very well and with consideration of all the family issues. 2018
Ann, Cheshire
Once again I would like to thank Paul for his advice and this is reflected in his feedback. 2017
Susan, Cheshire
Very satified, thank you Paul for the prompt service. 2017
Carol, Cheshire
Reassuring dealing with Catrina July 2017
Maureen, Manchester
Very happy with our Advisor and have confidence her to protect my interests. April 2017
Mrs G, Cheshire
We would like to thank David for his kindess and professionalism in dealing with our investment needs.
Mr and Mrs H, Cheshire
With thanks to David for his independent financial advice to me, a very cautious investor.
Elizabeth, Manchester
Very happy the the service provided by David. Client of 1 year
Gavin, Surrey
Well pleased with everything, any problem and Catrina is always at the end of the phone to help us. Client of 10 years
Helen, Cheshire
I am very pleased with all aspects of the advice given by Paul.
Phillip, Cheshire
We feel comfortable dealing through our adviser David and will continue to use him as more of our assets become available. 10 January 2016 - Client of 1 year
Colin, Cheshire
Catrina gives us constructive advice and makes us feel confident that we are making the right decisions. Over the years she has pointed us in the right direction 9 February 2015 - Client of 10 years
William, Merseyside
Where to find us

Howard Worth Chartered Accountants, Drake House, Gadbrook Way, Gadbrook Park, Rudheath, Cheshire, Northwich, CW9 7RA

Make an enquiry
About us

We are a firm of Chartered Accountants and Chartered Financial Planners, with offices in Northwich and Nantwich. We pride ourselves on providing a personal service to clients with a range of experience and expertise. Howard Worth Independent Financial Management offers holistic financial planning specialising in portfolio management, protection and corporate issues.

We offer a free, initial, no obligation meeting, to help you decide whether you would like to work with us, and we always base our recommendations on thorough discussion and a clear understanding of your circumstances and goals.

Our services

By understanding you and your circumstances, we can support you with your immediate financial needs and help you to plan for future changes in circumstances, including preparing for retirement and inheritance tax planning. We are able to assist with the complicated changes to pension freedoms.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

We will require you to provide a current driving license or passport with a utility bill or bank statement to identify you at our initial meeting. As a firm we are subject to the Money Laundering Regulations 2007 must put in place systems and controls to prevent and detect money laundering.

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