......Consolidate all of your ISA holdings onto one statement. It is a very simple process and there is no change to the investments themselves - your money stays in the same funds, the fund management charges remain the same and your ISAs retain their tax advantages. The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested. Please contact us for further information ........

About Us

Wealth Management Retirement Planning Tax Planning Wealth Protection Trustee Investments Business Financial Planning

Whereas the vast majority of IFAs are general practitioners dealing with a variety of different classes of clients, a wide range of products and general financial advice, Chester Financial Associates is a 'specialist wealth manager', focusing on retirement planning, investment planning and wealth protection (including inheritance tax advice).

For individuals, our clients are usually retired or looking forward to retirement, and we realise that the assets they have accumulated need to be invested wisely for the rest of their natural lives, to produce either income, growth or a combination of the two. Once this has been accomplished, they want their assets to be passed onto their beneficiaries in the most tax efficient way possible. For trustees, their needs may be different but their assets also need to be invested wisely.

We offer a free initial face-to-face meeting to discuss your requirements. If you wish to proceed, we will take time to consider your situation, needs and priorities before making any recommendations. We will put forward our proposals at a follow up meeting. Should you accept our proposals and become a Chester Financial Associates client, your dedicated independent financial adviser will help to implement and administer the recommendations.

We monitor your financial affairs on a regular basis and arrange further face-to-face meetings to discuss your on-going needs. Updates and analysis on your existing holdings will be provided and any further recommendations will be made where necessary.

Chester Financial Associates is a trading style of Merchant House Financial Services Limited, which is an Appointed Representative of TenetConnect Limited, which is authorised and regulated by the Financial Services Authority.
Merchant House Financial Services Limited is registered in England, Company No. 4491709, at 7th Floor, Aldermary House, 10-15 Queen Street, London, EC4N 1TX.
TenetConnect Limited is entered on the FSA register (www.fsa.gov.uk/register) under reference 149826.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.