Business Details
Trusted Financial Advisers in Macclesfield
Established as a trusted partner in financial planning, De Montfort Chase Wealth Management specialises in delivering tailored wealth management solutions for private and corporate clients. Our approach focuses on building long-term relationships, ensuring clients receive personalised advice aligned with their unique financial goals. With expertise in investment planning, retirement strategies, and protection services, we prioritise clarity and transparency in all our recommendations. Our team works collaboratively to navigate complex financial landscapes, offering support in areas such as intergenerational wealth management and specialist banking.Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while fostering trust through consistent, high-quality service. Clients benefit from our affiliation with St. James's Place Wealth Management, enhancing our ability to provide comprehensive financial solutions. Testimonials highlight our commitment to integrity, with clients praising our ability to simplify financial concepts and deliver reliable, forward-thinking advice. Our focus remains on empowering clients to achieve financial confidence through dedicated, client-centric planning.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages & Banking
Highlights and features
- We build long-term relationships with clients through transparent, personalised financial planning.
- Our team specialises in complex wealth management strategies tailored to individual circumstances.
- Regulated by the Financial Conduct Authority for professional integrity and compliance.
- Affiliated with St. James's Place Wealth Management for enhanced service capabilities.
- Testimonials highlight our ability to simplify financial concepts and deliver reliable advice.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Sound, honest advice
Exceptional service
Personal interest in finances
Highly knowledgeable
Reliable and upfront
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We monitor market trends and adjust strategies to optimise returns while maintaining disciplined risk control. Clients benefit from access to diverse investment opportunities and regular performance reviews to ensure alignment with long-term goals.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax efficiency. Our approach includes pension consolidation, income projections, and phased retirement strategies to ensure financial security during your post-working years. Regular reviews adapt to changing circumstances and legislative updates.
Protection Planning
Our protection services safeguard your financial well-being against unforeseen events. We assess life insurance, critical illness cover, and income protection needs to create balanced policies that provide security for you and your dependants without overcommitment.
Corporate Services
Tailored financial solutions for businesses include succession planning, cash flow management, and employee benefits strategies. We help company directors navigate complex financial decisions while aligning corporate objectives with personal financial goals through integrated planning approaches.
Mortgages & Specialist Banking
We provide mortgage advice covering residential, buy-to-let, and commercial properties. Our specialist banking services include bridging loans and complex financing structures, with access to exclusive market deals and expert guidance through the application process.
People
Justin Bullimore
Financial Adviser
Justin Bullimore combines financial expertise with a personal approach, building trust through clear communication and tailored advice. With extensive experience in wealth management, he helps clients navigate complex financial decisions while maintaining a focus on long-term security and transparency.
Questions
What areas do you cover?
We primarily serve clients in Macclesfield, Cheshire, and Staffordshire, with nationwide capabilities through remote consultations.
Are you regulated by the FCA?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
How are your fees structured?
Our fee structure is transparent and discussed upfront, typically based on the complexity of your financial situation and required services.
What investment options do you offer?
We provide access to diverse investment vehicles including funds, equities, bonds, and specialist products tailored to your risk profile and goals.
How often do you review financial plans?
We recommend annual reviews, with additional check-ins available for significant life changes or market developments affecting your portfolio.
