Friendly and approachable financial planners

We cover Chester, North Wales, Cheshire and the North West.

Our Partners and Senior staff have been working in financial services for over 30 years, so we are proud to offer a high level of service and overall financial planning experience to our clients and their families.

We tend to specialise in Retirement forecast planning by offering clients our 360 degree Cashflow Review service, to enable them to plan their best retirement.


Item 1 of 3

Our Opening Hours

We offer flexible meeting options to accommodate our clients; 

  • Face to face meetings are available at all three of our North West office locations based in Chester City (head office), Manchester and Liverpool City Centre.
  • For our clients who prefer on-line-media meetings we offer Zoom/Whattsapp/Teams and Audio communications, whatever suits your preference.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.