Financial Planning

We are experts in helping clients to achieve their goals for life by navigating saving and investment opportunities, retirement planning, life insurance, income protection and tax planning. Our Independent Financial Advisers will help you plan for you personal lifetime goals both big and small. And give you peace of mind by helping you to be more financially resilient when life changes. Your plan will continue to be reviewed and adapt 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.

Why our clients 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 burden, 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 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 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 are independently owned and pride ourselves on attracting and retaining the very best independent financial advisers. Many of our team have been with the business for 5, 10, 15+ years – Meet the team
  • Award Winners – We have been named in the VouchedFor Top Rated Financial Adviser guide – five years running.



financial planning services in Chester

We will provide you with robust, 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.

Need to learn more about financial planning?

If you have any questions or would like to know more about how personal financial planning could work for you please get in touch. Your first meeting with Innes Reid is entirely at our expense and there is no obligation to work with us.

Email, call 01244 347 583 or complete our book a meeting form and we will contact you promptly.

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