Take an hour to plan your future
Click here to book your
FREE Meeting

Chartered Financial Planners

Welcome to Chester Financial Wealth Management and thank you for visiting our website.
We deliver high quality independent financial advice to individuals, small business owners and trustees.

Experienced and professionally qualified to a very high level, we advise on all areas of retirement planning, investment planning,
wealth protection and inheritance tax advice.

Our Managing Director, Mark Bird, has achieved both Chartered Status and Fellowship of the Chartered Insurance Institute.
Chartered Financial Planner status, the much sought after qualification (held by less than 20% of advisers) is still regarded by most as the 'gold standard'
qualification available. However, the highest accolade Fellowship (held by less than 10%) is only awarded to a select few that are truly dedicated
to reaching the pinnacle of the financial planning profession and this award is recognition for Mark's continuous quest for excellence.

As a local, family-owned company, Chester Financial Wealth Management provides a highly personalised service, allowing us to
build life-long relationships with clients, founded on trust, integrity and fairness.

Our clients have told us they appreciate that we really listen to them, we help them create a long-term financial strategy and do it in
a language they understand. We formally commit to meet up at least once a year.
This ensures your strategy remains realistic, flexible & suitable.

Money may or may not motivate you, but not worrying about your finances is vital. If you lead a busy life, juggling work, social and
family commitments, you may not have time to keep up with the latest changes regarding personal finances and tax. Even if you have the time,
you may not have the knowledge, research tools or desire to do so.

By assessing how these changes impact on you, we can help you develop and nurture everything you have worked for, ensuring your wealth
continues to grow, leaving you to enjoy it.

4.9

Local support helps advisers to be rated in the UK's Top 200, as announced in The Times newspaper.
Click here for more information

Mark Bird - IFA National Competition Winner!

Read more about how Mark Bird, our principal and an independent financial adviser (IFA) based in Chester, was declared the outright winner in the national competition, with a 3% lead on his nearest rival! See Cheshire Life article, Chester Chronicle article and Official Press release.

“We have known Mark Bird since 1996 when he first visited us to discuss and guide us through our personal pension details and see to our financial affairs. He has been looking after our pensions, life assurances and investments since then. Nothing is any trouble to Mark; he does exactly what he promises, promptly and willingly. He leaves nothing to chance. His detailed reports are easily understood and his opinions and recommendations always fit our circumstances. He is completely honest, trustworthy, patient, punctual and steadfast. There is nothing in our financial affairs that we wouldn't trust to Mark Bird. We can thoroughly recommend his services.”
Tim and Margaret Holmes, Chester
“We have dealt with Mark since 2004 after receiving an inheritance. He has a thorough understanding of our financial situation, attitude to risk and objectives. He is very knowledgeable and approachable. The outcome so far has been very good and investments continue to perform well. Would definitely recommend Mark's services.”
Geoffrey, Merseyside
“In our search for a new IFA, we chose Mark for the following reasons. Firstly, having set up his own company, we felt he was more likely to be very customer orientated; secondly he was the right age to show enthusiasm and energy, balanced by good experience. Finally, and perhaps most importantly, he had a sound professional background within the finance sector backed up by a wide range of relevant qualifications. We appreciate that during our meetings, Mark takes a genuine interest in our affairs and has excellent interpersonal skills; this is then always followed up by sound research and advice. Nothing is too much trouble for him. We know that our investments are safe and growing and thanks to Mark's good management, they are in a healthy enough state to look after us in retirement.”
Andy and Morag Scargill , Chester
“We have enjoyed an excellent working relationship with Mark Bird for over 10 years and have the greatest respect for his unfailingly informative and well considered advice. Mark is totally professional and trustworthy and has helped us to plan effectively as we moved from our working lives into retirement. We have been particularly grateful for Mark's support during the recent turbulent global and national financial situation and would not hesitate to recommend his services to others.”
Sue & Alun Jenkins, Wrexham
“Mark has been advising on our financial planning matters for both our Business and for my wife and I regarding our personal financial planning. Mark's help and advice which is presented in a simple to understand format has made our planning for both the future of the Company and our personal financial future expectations easy to understand and manage, as we approach retirement in the next few years. In view of our excellent experience with Mark, we have no hesitation in recommending his services.”
James and Irene Cave, Winsford
“My husband passed away unexpectedly. Mark was extremely sympathetic and gave, as always, very useful advice. He pointed me in the right direction and because of this I was able to receive funds that I otherwise would not have received. As a widow, I am still a good way away from feeling that my circumstances have settled down. However, due to Mark's kindness and expertise I am in a much better position financially than I might have been otherwise.”
Lesley Hall, Ormskirk
“We have regularly asked Mark for financial advice. He is always patient with us and takes considered time to explain the best options based on our personal circumstances. As we are quite limited in our understanding of savings/investment opportunities, without Mark we would have struggled to make the best of our savings. Mark is confidently conversant with all aspects of savings/investments and I really dont think our retirement funds would be as healthy without Mark's advice. Our changing circumstances means that Mark has plenty of opportunity to help and guide us. We are pleased with the returns made on our investments and are currently considering inheritance planning options.”
Gill and Paul Rogers, Chester
“Mark reviewed my Mum's finances and recommended a route which has proved to be exactly what she wanted and needed. In our dealings with Mark, we have found him approachable, personable and confidence-inspiring. We are very pleased with him as our choice of Financial Advisor for Mum's investments.”
Cathey Harrington, Chester
“I have found Mark to be most helpful; unfailinglty courteous and always punctual. The advice he has given me has proved to be most advantageous and I am very pleased indeed with his service.”
Frances Holland, Chester
“Mark's knowledge, advice & experience has been invaluable. He listened to what I wanted & advised accordingly. Totally customer focused, professional and gave me total confidence in my investments. I would have no hesitation in recommending Marks' financial services as one of the best.”
Cathie Cutler-Evans, Chester
“Mark is really thorough, puts the client first and ensures that he clarifies all the jargon to ensure that you have a full understanding of the process and the products to ensure that you make the right decision.”
Claire Grundy, Chester
“Mark is very thorough in his consideration of our wishes so far as they apply to investments and the specific complications within both our family and ourselves. Being a family man himself, he understands and advises how we may make provision for our family members. His advice has been excellent and the investments we have made as a consequence of this, are all showing good growth”
Brian Crossley, Chester
“Mark has great patience and explains issues very clearly. He has a clear grasp of our position and requirements. His advice is tailored to our requirements and no pressure is exerted to try and get us to move away from what we feel we need.So far his advice has proved very effective in managing our finances.”
Murray Grant, Liverpool
“Mark takes considerable time and effort to review and understand my requirements and clearly explains options. I know I can contact him at anytime for advice and I am confident he will always act in my best interests.”
Graham Smith, Chester
“Mark is very thorough, allows plenty of time to discuss/absorb information, is clear and patient in explaining product details and advice, listens extremely well and adjusts advice accordingly. He pays attention to detail as well as the bigger picture. Very polite and considerate.”
Jenny Brockley, Chester
“Mark has increasingly helped us with any problems and questions as my husband's health slowly deteriorated. I feel he has advised us very well with our financial planning and gets the best out of our investments. Furthermore he has always answered promptly when an unexpected document arrived which we did not want to deal with before having referred to his advice.”
Susi Whitley, Colwyn Bay
“Friendly, professional and positive. His manner is businesslike yet human. He seeks to understand what you want to get from a consultation and then is thorough when delivering recommendations and answers.”
Paul Burke, Chester