Who we are
We are an Independent firm of Financial Planners based in Chester, together with our network of tax and legal specialists our purpose is to deliver a cohesive investment and financial strategy individually tailored to each client.
Our core objective is to improve the financial security of our clients and to provide them with access to accomplished qualified advisers in the four key areas of; investment management, risk management, tax minimisation and ultimately succession planning. Our experienced advisers have the knowledge and insight to unravel seemingly complex situations and provide simple and effective solutions.
We coordinate the skills needed to enable our clients to manage their financial affairs simply, cost effectively and with confidence and have a framework in place with which we manage the relationship between the client and their other trusted advisers to ensure we achieve the best possible outcome.
We remain committed to being at the forefront of technical delivery, helping our clients and their families make sound financial decisions and achieve what matters most to them.
T 01244 893110
Kelly Prickett LL.B (Hons) DipPFS
Head of Technical Services
T 01244 893838