Whereas the vast majority of Independent Financial Advisers are general practitioners dealing with a variety of different classes of clients, a wide range of products and general financial advice, Chester Financial Associates is a 'specialist wealth manager', focusing on investment, retirement and estate planning.
Chester Financial Associates - the wealth management specialists
Our aim is to help you build and preserve your life's wealth, creating peace of mind during the process. We realise that affluence is about more than just money. It's a way for you to live the life you've always imagined and to accomplish the things you've dreamed about. We also know that wealth brings responsibility and complexity. Just as you've worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you've achieved.
Chester Financial Associates have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life.
Our Services
We focus our planning on the following key areas:
*The Financial Services Authority does not regulate Tax Planning.
Our Process
We offer a free initial face-to-face meeting to discuss your requirements. If you wish to proceed, we will take time to consider your situation, needs and priorities before creating your financial plan. We will put forward our proposals at a follow up meeting. Should you accept our proposals and become a Chester Financial Associates client, we will help to implement and administer the recommendations.
We monitor your financial affairs on a regular basis and arrange further face-to-face meetings to review your plans. Updates and analysis will be provided and any further recommendations will be made where appropriate.
To make an appointment or find out more about the professional services available from Chester Financial Associates, Independent Financial Advisers in Chester, please contact:
Chester Financial Associates
7 Grangeside
Upton
Chester
CH2 1DL
Tel: Chester (01244) 374 082
Fax: 0870 912 7035
Email: enquiries@chesterfinancial.co.uk
or click here to visit their website
Email communications are not secure. For this reason, Chester Financial Associates cannot guarantee the security of the email or its contents or that it remains virus free once sent.
Chester Financial Associates is a Trading Style of Merchant House Financial Services Limited, an appointed representative of TenetConnect Limited which is authorised and regulated by the Financial Services Authority
Merchant House Financial Services Limited. Registered office address: 7th Floor Aldermary House, 10-15 Queen Street, London EC4N 1TX. Registered in England, registered number 4491709.
TenetConnect Limited is entered on the FSA register (www.fsa.gov.uk/register) under reference 149826
Please mention thebestofchester when contacting Chester Financial Associates, Independent Financial Advisors in Chester.