How can you benefit from our help as a financial consultant in Wirral

Financial Planning

Whether its for investment opportunities or improving your tax efficiency, financing personal goals or protecting your family or business, planning and saving for your retirement, Innes Reid financial consultant Wirral have the specialists to help and guide you through the whole financial planning process.

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Wealth Management Services

Our Wealth Management Service delivers an innovative approach to both financial planning and advice. Designed to make your money work harder for you, look after your needs better and make life easier for you.

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Pension & Retirement Planning

You could be just getting started with saving for retirement, nearly retired or looking for a review of your retirement finance options. As an approved pension transfer specialist with the FCA, we can offer you the very best retirement planning service, carefully reviewing all aspects of your personal or company pension plans.

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Inheritance Tax Planning

As Chartered Financial Planners and financial consultants in the Wirral area, we are able to dovetail our expertise in financial planning with specialist tax and Trust knowledge to provide advice which can reduce or eliminate the amount of tax due on your estate.

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Divorce Advice

Getting the correct independent financial advice and support is crucial to help you reach the best possible financial settlement, to protect you and your family. We work directly with you and your solicitor, to provide options and clear guidance on all aspects of financial planning to focus on reaching a fair and acceptable outcome.

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waiting to meet a financial consultant wirral

We’ve been working with clients in Cheshire since 1999.

Setup an initial meeting at your premises, a location of your choice, or at our Chester office close to the M53 and A540 Chester High Road.

REQUEST A MEETING

Innes Reid are proud to be an Independent Financial Advisor in Cheshire

Innes Reid are proud to be Chartered Financial Planners

As Chartered Financial Planners we have been providing truly independent financial advice and support to both private and corporate clients in Wirral and across the North West since 1999.

Meet our experts

Innes Reid 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.

Find out more about Innes Reid & meet the team here

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