All About Us

We are Chartered Independent Financial Advisers, based in Chester, specialising in providing financial advice and creating financial plans to guide you through life.

We build strong client relationships by providing independent, impartial financial advice driven with a clear and succinct purpose; to always deliver a positive client outcome in everything that we do.

Whether you need advice on investment opportunities, pension planning, saving for retirement, improving tax efficiency, navigating inheritance tax, protecting your family or business, Innes Reid has the expertise and specialist knowledge to cover every aspect of your financial planning journey.

We work with a diverse range of clients, from those new to financial planning to those fast-approaching retirement or retired and we help them plan for their best financial future.

We provide independent advice

Innes Reid provides fully independent financial advice, meaning we provide impartial advice on all available products in the market. Our advisers research and gain in-depth knowledge of the entire range of products currently available on the market. This allows us to provide you with recommendations for the most suitable products out there, helping you best achieve your financial goals.

We adopt a robust advice process and ensure we fully understand your personal and business short, medium and long-term aspirations; comprehensively assessing all your requirements, before delivering the most appropriate advice.

We are Chartered Financial Planners

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

What does Chartered mean?

Why choose us?

• We free you from the responsibility of looking after your finances
• We take care of the administration – Our team of administrators  take on the paper work and telephone calls, leaving you to get on with the important things in life
• We are here to provide ongoing support – When circumstances change, no matter what life throws at you, we review your plan every step of the way. We’re always in your corner to give you ongoing support.
• We are approachable and trustworthy – 99% of our clients rate us as approachable and trustworthy. It’s so important to feel comfortable when discussing your personal finances.
• We are transparent – Our fees are transparent and easy to understand. We always provide our clients with clear knowledge of what you can expect to pay during the very first meeting.
• We provide clarity – Finances can be confusing, its our job to keep things simple. Our clients rate us 9 out of 10 for providing clear, understandable, relatable advice.
• Our advisers – We pride ourselves on attracting and retaining the very best independent financial advisers. Many of our team have been working with us for 5, 10, 15+ years – Meet the team
• Award Winners – We have been named in the VouchedFor Top Rated Financial Adviser guide – Six years running.

Our core values

Our core values serve as the foundation of our service, shaping every interaction and decision we make.

Curiosity Relentlessly driving our knowledge forward	Empowerment An informed client is an empowered client. We strive to educate you so you can make informed, confident decisions	Excellence Achieving the very best in everything we do

Client Centric Tailoring our strategies to align with your unique financial situation and objectives	Long Term Partnerships Committed to being your trusted partner to support your financial journey	Integrity Always hold ourselves to the highest ethical standards above all else with honesty and transparency

We pride ourselves on attracting and retaining the very best independent financial advisers and paraplanners, who are assisted by a dedicated support team of administration staff. Meet the Team here.