Investment Planning

By: Chester Financial Wealth Management Ltd  08/05/2013
Keywords: financial advice, wealth management, Financial advisers

Using our extensive experience and a variety of sophisticated planning tools, we can design a bespoke and diversified investment portfolio that meets your needs. Our independent approach to wealth management gives you access to financial solutions from across the spectrum, ensuring you have a broad and hard-working portfolio. Whether your assets are sheltered within ISAs, Onshore Bonds, Offshore Bonds, Unit Trusts, Open-Ended Investment Companies (OEICs), Pensions or other tax wrappers, investment options may include: Bank/Building Society Accounts (including Cash ISAs) National Savings Fixed Interest (including Corporate Bonds, Gilts and Treasuries) Property Shares Investment Trusts Ethical investments

Keywords: financial advice, Financial advisers, financial advisors, Financial Planning & Investments, Independent Financial Advisers, Independent Financial Advisor, Inheritance Tax Planning, investment advice, investment advisor, retirement planning, wealth management

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Other products and services from Chester Financial Wealth Management Ltd


Wealth Protection

Whether planning in case of a serious illness or death, or being prepared for changes in the stock market, Chester Financial Wealth Management can provide a thorough assessment of your risks and can help to guide you to safety.


Long Term Care advice

If you are seeking up-to-date and impartial care fees advice on behalf of a loved one, you may be able to save them money, claim benefits they were not entitled to and obtain peace of mind that the quality of long-term care you want for them can continue indefinitely.


Pensions & Divorce

A pension is just another asset that has to go into the divorce pot for fair and equitable distribution, so whether you do this voluntarily, through mediation, solicitors or the courts, you should always have good legal and financial advice.


Inheritance Tax Planning

With careful strategic planning, Inheritance Tax (IHT) advice can reduce or even eliminate an IHT liability and can ensure that your estate is dealt with in the most effective way, according to your wishes and without delay.


Retirement Planning

It is now possible to spend a third of your lifetime in retirement. Good financial planning will not only help you to enjoy your retirement, but it could also enable you to leave a legacy for future generations.