XV Wealth Ltd

Initial consultation free

Independent

Certified Financial Planners, specialising in pensions, investments, retirement & estate planning. Based in Cheshire. Trusted by 100+ clients. Independent Advice. Book your Unbiased Financial Meeting here: <url hidden>

We can advise you on

£150k+

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Chris Young DipPFS

Financial Adviser

What our clients say

Alex Guest

My experience with XV Wealth Financial Advisors has been truly transformative, especially with Matthew and Chris leading the way. Transitioning to a new advisory firm can be daunting, but from our...

Roger Dehaney

Having divested from my company Matthew has put in to place a financial plan to guide us through retirement and beyond. We know we can continue to enjoy the lifestyle we have become accustomed to...

Rob

We moved our SJP Pensions and ISAs over to XV and have been extremely happy with the service and the advice provided to myself and my family since we moved across. Chris and the team are extremely...

Diane Jefford

I recently worked with Chris at XV Wealth and the financial plan I received has been incredibly helpful. I had some concerns about whether I’d be able to retire comfortably, but the plan gave me...

Mike Eckhart

I have been working with Chris at XV for a while now and his advice has really helped me properly plan my run up to retirement. Having someone i can trust to keep an eye on things, ensuring my...

David Roscow

Chris has been instrumental at helping us navigate our retirement through the detailed planning process we put in place which illustrated how our different pension pots and investments would work...

Contact us

Lane Farm, The Green, Rossett, LL12 0DS

+447

Website

Youtube/video

Blog

Compliance

Your peace of mind matters to us.
XV Wealth Limited is an authorised representative of Validpath Ltd  which is authorised and regulated by the Financial Conduct Authority (FCA no. 197107).

✔️ You're protected by the Financial Services Compensation Scheme, so if anything goes wrong, you're covered.

✔️ We have dedicated compliance support and full professional indemnity insurance in place.

✔️ We’ve never received a client complaint, and we back our service with a full money-back guarantee if you’re unhappy for any reason.

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