Speak to an adviser 01244 347583

Innes Reid are proud to be Chartered Financial Planners

How can we help you start your financial planning journey?

 

Welcome to Innes Reid Independent Financial Advisers Chester. Many people contact Innes Reid because they know they need independent financial advice. Whatever your circumstances or motivation for choosing us, you’ll obviously want to know more about the services we offer and how we can provide the right solutions for you. To begin the process, here’s how we guide and support you through the steps of your financial planning journey.

ENQUIRE TODAY

Couple thinking of love and their future using Innes Reid financial planning in chester

Getting to know each other

We’ll arrange an initial meeting at our expense, enabling us to learn more about you and vice versa. When getting to know you, we will gather detailed financial information about you to build a comprehensive picture of your current finances and future plans.

REQUEST A MEETING

Understanding
your needs

We’re here to help you achieve your financial and investment goals, which is why we always take the time to learn about your current financial situation. The aim being to identify your objectives whilst taking your dreams and turning them into well-defined realistic possibilities.


Creating a plan of action

At this point we get down to the detail and complete our in depth independent research and analysis. Only then are we ready to create your personal financial plan. This will be your roadmap to a secure financial future.


Working with you
The next step is for us to present you with your financial plan. It will be your decision whether to implement our recommendations in full or in part and, only when you are happy will we undertake the leg work to implement the plan, with you always in control of the process.


Adapting the plan
The progress of your financial plan will need to be reviewed regularly to ensure it is on course to achieve your objectives. Reviews will take account of any changes in market conditions, legislation and most importantly your own circumstances and objectives. No matter how well things are going, we never sit back and say ‘job done’.

family looking for wealth management services and an independent financial advisor in Chester


The sooner you start, the better off you will be
Make a quick enquiry
  • This field is for validation purposes and should be left unchanged.

Calculate your wealth

Would you like to retire, but don't know when (or if) you can?

Step 1 of 2

Your Savings
About You
Calculate Wealth

Our Blog
Four reasons why juniors are giants
10th June 2021
When you first contact Innes Reid and hear a friendly voice, or receive a welcoming smile when you walk through our Chester door it’s because a junior administrator is standing by. You would be forgiven for thinking a junior role....
It’s good to be back
2nd June 2021
Following the latest lockdown easing we have once again safely welcomed more of our team back to the Innes Reid office. With preparations in place we can now provide an environment which enables everyone to work socially distanced with the....
Top 7 days out in Cheshire
2nd June 2021
As lockdown continues to ease and more attractions are reopening, you may be planning some days out with friends and family. Cheshire & the Wirral is jam packed with award-winning activities for all. So, to give you a little more....
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk

Site Design by Sutton Silver