Business Details
24 Years
experience
Your Trusted Partner for Financial Planning Solutions in Chester
Established in February 2002, Cheshire Lifestyle Financial Planning has built a reputation for delivering personalized financial planning services tailored to clients with complex financial needs. Based in Chester, we provide home visits across the North West, ensuring accessibility and convenience. Our approach focuses on building long-term relationships grounded in trust, offering a single point of contact to address all financial requirements.With over two decades of experience, we specialize in wealth management, retirement planning, and intergenerational wealth strategies, prioritizing tailored solutions over generic products. Our commitment to understanding clients' unique circumstances enables us to deliver advice that evolves with their changing needs, ensuring sustained financial success.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Specialist Banking
Wealth Management Advice
Financial Planning
Portfolio Management
Intergenerational Wealth
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in personalized financial planning.
- We provide home visits for your convenience and comfort.
- We specialize in meeting the needs of clients with complex financial circumstances.
- We build long-term relationships based on trust and in-depth understanding.
- We offer a single relationship to meet all your financial needs.
What people say
Trustworthy person
Exceptional service
Sound financial advice
Honest and transparent advice
Reliable and dependable
Services
Investment Management
We provide tailored investment management services designed to grow and preserve your wealth. Our strategies focus on long-term growth, risk management, and diversification, ensuring alignment with your financial goals. Clients benefit from regular portfolio reviews and transparent reporting to track progress.
Retirement Planning
Our retirement planning services help you achieve financial security in your later years. We assess your current assets, income, and lifestyle goals to create a customized plan. This includes pension optimization, tax-efficient withdrawals, and estate planning strategies.
Protection Planning
Protection planning ensures your financial security against unforeseen events. We offer life insurance, critical illness cover, and income protection tailored to your personal circumstances. Our approach safeguards your family's financial future while minimizing tax liabilities.
Corporate Services
Corporate services cater to business owners seeking strategic financial advice. We provide succession planning, tax-efficient structures, and employee benefits schemes. Our goal is to enhance business value while aligning with your personal financial objectives.
Intergenerational Wealth
Intergenerational wealth management focuses on transferring assets to future generations efficiently. We offer inheritance tax planning, trusts, and charitable giving strategies. Our services ensure your legacy is preserved and distributed according to your wishes.
People
Rick Hughes
Founder
Rick Hughes established Cheshire Lifestyle Financial Planning in 2002. With over two decades of experience, he specializes in personalized financial advice, focusing on long-term client relationships. His expertise includes retirement planning, investment management, and intergenerational wealth strategies.
Questions
What services do you offer?
We offer investment management, retirement planning, protection planning, corporate services, mortgages, and intergenerational wealth management tailored to your financial needs.
How do you work with clients?
We build long-term relationships, providing personalized advice through home visits and regular portfolio reviews to ensure your financial goals are met.
Do you cater to specific client needs?
Yes, we specialize in complex financial circumstances for individuals and business owners, offering bespoke solutions instead of generic products.
Are home visits available?
Yes, we provide home visits across the North West for your convenience and comfort during financial consultations.
