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 are an independent financial advisor Chester locals can rely on for advice on 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 Independent Financial Advisor, 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.