Financial planning with Innes Reid

We are experts in helping clients to navigate saving and investment opportunities, retirement options, life insurance, income protection and tax planning. Our Independent Financial Advisers work closely with you to provide a robust financial roadmap to achieve your lifetime goals. We don’t stop there, your plan will continue to be reviewed as you and your family grow and circumstances change.

Who we work with:

Our team of Independent Financial Advisers are on hand to guide you through every stage of your planning journey.

  • Saving for retirement
  • Nearly retired
  • New to investing
  • Looking for Investment opportunities
  • Looking to position your financial planning more tax efficiently
  • Leaving an inheritance to your family
  • Protecting your family or business
  • Pension planning during a divorce

Why our clients choose us:

  • We free you from the responsibility of looking after your finances – Our clients rate us 5 Star for our consistent, reliable relationship
  • We take care of the administration – 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 are Chartered – this shows our commitment to a demanding code of ethical practice.
  • We are approachable and trustworthy – it’s important to feel comfortable when discussing your personal finances, including your concerns.
  • We are transparent – Our fees are transparent and easy to understand.
  • We provide clarity – We don’t use jargon. It’s our job to keep it simple.
  • Our Advisers are available over the phone or in person and always easy to contact – Meet the team
  • We have been named in the VouchedFor Top Rated Financial Adviser guide – four years running.

 

 

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financial planning services in Chester

We will provide you with the very best independent financial plan which is tailored to your personal or business needs, and keep you on the right path to achieving your short and long-term financial goals.

Innes Reid profile
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between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk