Ground Floor, International House, Kingsfield Court, Chester Business Park, Chester CH4 9RE
FCA Number: 227836
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham
David Gibb
Location: Chester
Telephone: 01244 566611
One of the most qualified advisers in UK having achieved Level 7 Chartered Wealth Manager status, specialising in Trusts and Estate Planning, Pensions and advising Corporate clients. Helps clients make sense of complex technical arrangements.
Michael Battersby
Location: Chester
Telephone: 01244 566613
15 years experience in providing ethical advice to clients. Chartered Financial Planner specialising in complex pension planning, portfolio management, IHT mitigation and Trusts. SOLLA accredited, BA (Hons), Care Fees Funding/Long Term Care specialist.
Adam Ellithorn
Location: Chester
Telephone: 01244 621721
Chartered Financial Planner, Fellow of Personal Finance Society (PFS) and Affiliate Member of Society of Trust and Estate Practitioners (STEP). Has 17 years industry experience specialising in investments, pensions and inheritance tax planning.
Robert Beswick
Location: Chester
Telephone: 01244 621721
Rob holds the Diploma for Financial Advice, the industry standard qualification allowing him to advise on his main areas of expertise; retirement planning, long term investment and inheritance tax mitigation.
Stuart Griffiths
Location: Chester
Telephone: 01244 621721
20 years experience. Expertise and qualifications in pensions and investments. Has Diploma in Financial Planning, an industry recognised qualification of excellence. Works closely with solicitors and accountants to ensure quality advice for clients.