......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 ........

Testimonials

Below are just a few of the many testimonials we have received from our clients. 

“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.”

Mr and Mrs Jenkins (Wrexham)  

                                                                      


“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)


“Mark Bird has been advising on our financial planning matters for both our Business and for my wife and I regarding our personal financial planning.

Marks help and advice which is presented in a simple to understand format has made our planning for the future of the Company and our personal future financial 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.”

Irene and James Cave I Eng MIET, MIOR, ACIOB (Winsford)


“I was introduced to Mark Bird 10 years ago. We seemed to understand each other from the start, and with his assistance, I decided to accept his advice and rearrange many of my investments. This course of action has certainly paid dividends. I would have no hesitation in recommending Mark as a sound financial adviser to anyone.”

Robert Liptrot (Conwy)


“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)

"Mark Bird has recently started to give us investment advice and our initial impressions of the service that he provides are very favourable. He is very personable and has taken considerable time and effort to review our arrangements and to provide detailed advice and support to simplify and improve them. Having received some rather indifferent advice from financial advisers before, it has been very refreshing to have the benefit of Mark's approach and advice and we look forward to working further with him."

Chris and Sally Slater (Chester)

 

Chester Financial Associates, 7 Grangeside, Upton, Chester, Cheshire, CH2 1DL     
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.
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