Chester

Financial planning advice for businesses and individuals

From business owners seeking an exit to NHS pension holders in search of retirement advice, and everyone in between, our friendly team is on hand to guide you in the right direction.

Our Chester office is ready to help

Financial planning is tailored, personal advice on how your wealth can be put to work to achieve your life goals. It is the focus of our Chester office.

Your atomos financial planner will discuss your wealth and lifestyle priorities with you. Together you’ll shape the bigger picture of how to use your money to achieve your ambitions. Then we’ll draw up a detailed financial plan to get you there. Divorce, NHS pensions and helping business owners are our particular specialisms.

We’ll select a suitable investment strategy that aims to deliver the returns you need without taking too much risk. If right for you, we’ll recommend suitable financial products to help meet your goals.

Wealth management services in Chester

For particularly high net worth individuals, families and organisations, we also offer bespoke discretionary fund management services.

Like our location, we believe in reaching out across both city and countryside. Our planners travel the breadth of the North West, tapping into Liverpool and North Wales, as well as locally, to see clients. Speak to us today about the advice we offer.