Chester, UK - Chester Financial Wealth Management, a respected local firm, is helping individuals, families, business owners, and trustees take control of their financial futures through truly independent advice. Based in the heart of Chester, the family-owned business has built a reputation for delivering high-quality, personalised financial planning built on trust, clarity, and long-term support.

A Personalised Approach to Financial Planning

Chester Financial Wealth Management isn’t a corporate machine. As a family-run business with strong community ties, the firm takes the time to understand every client’s situation, goals, and concerns. Its personalised service ensures that financial plans are tailored to each client’s life stage, whether planning for retirement, investing for the future, or protecting family wealth.

Built on a foundation of integrity and fairness, the firm’s approach fosters relationships that last for years—often decades. Clients are supported with clarity and consistency, not pressured with sales-driven targets.

Expertise That Sets Us Apart

The company is led by Managing Director Mark Bird, one of the UK’s most highly qualified financial professionals. Mark holds Chartered Financial Planner status—recognised as the gold standard within the industry—and has also achieved Fellowship of the Chartered Insurance Institute, an honour held by fewer than 30% of advisors.

This distinction reflects Mark’s dedication to continuous improvement and his commitment to offering informed, accurate, and ethical advice. His leadership ensures clients benefit from both deep technical knowledge and a strong moral compass.

Services That Address Every Stage of Life

Chester Financial Wealth Management offers a full suite of financial planning services:

• Retirement Planning: Building a secure future with tax-efficient strategies and pension support

• Investment Planning: Creating diversified portfolios aligned with individual risk levels and goals

• Wealth Protection and Inheritance Tax Planning: Ensuring assets are preserved and passed on efficiently

• Business and Trustee Advice: Helping manage complex financial responsibilities with clarity

As independent advisors, the firm has access to the entire financial market. This ensures that every recommendation is made in the client's best interest—not limited to a particular product provider.

Clear Communication and Long-Term Support

Financial advice doesn’t need to be complicated. Chester Financial Wealth Management makes complex topics easy to understand, using plain language and real-world examples. Clients appreciate knowing that their plans aren’t just created and forgotten—they’re reviewed annually, adjusted when needed, and built to adapt to changing circumstances.

This commitment to ongoing service means clients are never left wondering whether their strategy is still on track.

Your Local Chester Financial Experts

Located in Chester and proud to serve the surrounding area, Chester Financial Wealth Management welcomes new clients looking for transparent, expert financial guidance. As a trusted Financial Advisor Chester and Independent Financial Advisor Chester, the firm is committed to helping clients take control of their financial future. To schedule a consultation, call 01244 311760 and take the first step toward building a more secure financial future.