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.

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.

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