All About Us

We are Chartered Independent Financial Advisers based in Chester since 1999.

We have a passion for planning and we are here to provide expert, impartial financial advice for you and your family to help you succeed in your aspirations for life.

We focus on helping you to achieve your goals, not just today, but throughout your life and those milestone events.

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

What we value

We are Chartered – We have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII). This means we are committed to developing and maintaining the capabilities of our people and follow a demanding Code of Ethics.

We are independent – That means we have access to the entire market and we can recommend products and providers that fit your unique needs.

We are jargon free – We keep things simple and down to earth. We want to ensure you understand your options and help you to make informed, confident decisions.

We are transparent – Our fees are clear and simple, we provide three easy service options for our clients to choose from, keeping you in complete control.

We value your relationship – Our clients are at the heart of everything we do. We listen carefully, we understand your goals and we build meaningful relationships that last. We believe in delivering a valuable financial planning experience for each and every client.

Our team of experts provide each client with a personal service that’s tailored to you unique needs. You can Meet The Team here, and find out what makes us tick >>>

Clients share their stories

Ken – “It put my mind at rest.”

Watch His Story

Watch more client stories

Karen – “It’s life-changing for us”

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LeRoy – “I wanted someone else to take the pressure off me.”

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Innes Reid profile
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