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

Financial Advisers

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.

Teresa Dunning

Location: Chester

Telephone: 01244 621720

BA (Hons) Business Enterprise, with over 11 years experience in financial services. Holistic planning including mitigating IHT to HNW clients. Specialisms: Level 6 Pensions, Portfolio Management and CeLTCI Long Term Care advice.

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.

James Higton

Location: Chester

Telephone: 01244 621721

Has Business and Management degree and qualifications in financial planning, mortgages, long term care and pension transfers. Provides holistic financial planning and specialises in retirement and investment 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.

John Lyons

Location: Chester

Telephone: 01244 621721

20 years experience specialising in investments, pensions, trusts, Inheritance Tax mitigation and estate planning . Holds specialist qualification to provide advice upon final salary pension schemes.