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Company Background

In 2004, Mark Bird established Chester Financial Associates to provide independent financial advice to individuals, business owners and trustees. In 2006, we became incorporated. We offer specialist retirement and investment planning advice and, in 2010, we officially changed our name to Chester Financial Wealth Management, to accurately reflect our core services.

Chester Financial Wealth Management has also been awarded corporate Chartered Financial Planners status by the Chartered Insurance Institute (CII). This is a highly prestigious designation with demanding qualification criteria. It signifies to our customers and partners that we are very serious in our pursuit of the highest standards, as well as confirming that we have a commitment at the highest level to professional qualifications and it demonstrates our adherence to ethical good practice.

Planning for your future and protecting your wealth requires careful consideration. As a specialist wealth management company, Chester Financial Wealth Management focuses on retirement planning, investment planning and wealth protection, including inheritance tax advice. We understand the complexities of financial markets and can tailor plans that fulfil your individual needs and financial objectives. We actively monitor financial markets and macroeconomic developments to understand and consider the wider picture, enabling us to help you build, manage and protect your wealth.

We offer an initial, no obligation face-to-face meeting, during which we discuss your requirements and financial goals. We then make recommendations that aim to achieve your objectives. Should you go ahead, the performance of your retirement and investment plans will be continually and comprehensively monitored.

Chester Financial Wealth Management Ltd is an appointed representative of LJ Financial Planning Ltd, a large national Independent Financial Adviser network that is regulated by the Financial Conduct Authority. LJ Financial Planning Ltd provides our company with compliance oversight and administration support, enabling us to spend more time with our clients. With offices in both Chester and Warrington, we remain a local company committed to providing a highly personalised service.