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.
David is very personable and approachable, more facts less jargon than competitors who pitched for the business. Happy with the decision to date
Catrina Walker-Jones has always advised me very well and with consideration of all the family issues.
Once again I would like to thank Paul for his advice and this is reflected in his feedback.
Very satified, thank you Paul for the prompt service.
Reassuring dealing with Catrina
Very happy with our Advisor and have confidence her to protect my interests.
We would like to thank David for his kindess and professionalism in dealing with our investment needs.
With thanks to David for his independent financial advice to me, a very cautious investor.
Very happy the the service provided by David.
Client of 1 year
Well pleased with everything, any problem and Catrina is always at the end of the phone to help us.
Client of 10 years
I am very pleased with all aspects of the advice given by Paul.
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
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
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.
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.