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’s events.

Whether it be for funding your personal goals, investment opportunities, planning and saving for your retirement, improving tax efficiency, supporting you 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 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, we take note and we build meaningful relationships that last. We believe in delivering a valuable planning experience for each and every client.

Meet our experts

We are independently owned and 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.

 

Mark Reidford
Managing Director
James Keane
Chartered Financial Planner
Sharon Aldridge
Office Manager

 

   
  Vanessa Reidford
Accounts Manager
Clare Gordon
Marketing Manager
 

 

Craig Kennedy
Independent Financial Adviser
Darren Crane
Independent Financial Adviser
Daniel Wyn Roberts
Independent Financial Adviser

 

Andrew Williamson
Independent Financial Adviser
Lynden Hinks-Edwards
Independent Financial Adviser
Clive Kingsbury
Chartered Financial Planner

 

Gareth Morris
Senior Paraplanner
Richard Powell
Senior Paraplanner
James Price
Paraplanner

 

Andrew Chapman
Paraplanner
Sarah Gorman
Paraplanner
Georgia Perry
Paraplanner

 

Rob Peers
Trainee Paraplanner
David Foulkes
Trainee Paraplanner
Lauren Cooper
Trainee Paraplanner

 

Phil O’Donoghue
Senior Administrator
Shannon McKevitt
Administrator
Conor Stanton
Administrator

 

Jasmine McNamara
Junior Administrator
Jonathan Adeniran
Junior Administrator
Bella Reidford
Junior Administrator

 

Interested in joining our team?

See our latest vacancies here

What you’ve been saying

 

 

Innes Reid profile
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