Business Details
Trusted Financial Advisers in Chester
Griffin Wealth Management is an independent financial planning practice established to provide professional, client-focused advice. Founded by Trystan Lewis, a Chartered Financial Planner with extensive experience in the industry, we specialise in simplifying complex financial matters for private and corporate clients. Our services encompass comprehensive financial planning, family and business protection, investment strategies, retirement planning, inheritance tax mitigation, and long-term care funding.We prioritise building lifelong relationships with clients, often collaborating with their solicitors or accountants to deliver holistic solutions. Our commitment to integrity, discretion, and dependability ensures clients receive tailored advice that protects and grows their wealth efficiently. With a focus on tax-effective strategies, we help clients navigate financial decisions with confidence, backed by decades of combined expertise and a reputation for excellence.
Services
Financial Planning
Retirement Planning
Savings & Investments
Inheritance Tax Mitigation
Long Term Care Funding
Highlights and features
- We are independent financial advisers with Chartered status and specialist qualifications.
- Our team includes a Chartered Financial Planner with extensive experience in tax-efficient strategies.
- We offer holistic advice, collaborating with clients' solicitors and accountants.
- Specialist knowledge in Self Invested Personal Pensions and trust investments.
- Referred by professional connections for our expertise in complex financial planning.
Services
Financial Planning
Financial planning at Griffin Wealth Management focuses on aligning your life goals with strategic financial decisions. We assess your current situation, set achievable objectives, and create tailored strategies for wealth growth and protection. Our approach ensures tax efficiency and long-term stability, covering retirement, education funding, and estate planning.
Retirement Planning
Our retirement planning services develop custom strategies for pension forecasts, tax advantages, and investment choices. We specialise in Self Invested Personal Pensions and commercial property purchases via pension funds, ensuring optimal benefits for company directors and high-net-worth individuals through expert, tax-efficient solutions.
Inheritance Tax Mitigation
Inheritance tax mitigation involves strategic estate planning to protect wealth from liabilities. We help clients structure their assets to minimise tax exposure while aligning with personal goals. Our expertise includes trust investments and long-term care funding, ensuring seamless wealth transfer across generations with maximum efficiency.
Savings & Investments
Savings and investment management focuses on aligning portfolios with client objectives and risk tolerance. We design diversified asset allocations to maximise returns while preserving capital. Our strategies leverage tax allowances and market opportunities, tailored for high-net-worth individuals seeking sustainable growth and wealth protection.
Long Term Care Funding
Long-term care funding addresses the rising costs of residential and nursing care. We help clients navigate state support limitations and develop financial strategies to cover care expenses. Our solutions integrate with broader estate plans, ensuring dignity and security in later life while protecting family assets.
People
Trystan Lewis
Chartered Financial Planner
Trystan Lewis, founder of Griffin Wealth Management, is a Chartered Financial Planner with extensive experience in independent financial advice. He previously worked at a leading Cheshire accounting firm, specialising in tax-efficient wealth management and retirement strategies for high-net-worth clients.
Questions
What services does Griffin Wealth Management offer?
We provide financial planning, retirement strategies, inheritance tax mitigation, investment management, and long-term care funding tailored to individual and corporate client needs.
How do you ensure tax efficiency in financial planning?
We utilise specialist knowledge in tax allowances, trust structures, and pension strategies to minimise liabilities while maximising wealth growth and protection for clients.
What areas do you serve?
We operate across Cheshire and North Wales, offering in-person and remote consultations for comprehensive financial advice and wealth management solutions.
How are investment portfolios managed?
Portfolios are tailored to client objectives and risk profiles, combining diversification with active tax-efficient strategies to preserve and grow wealth sustainably.
Can you assist with pension planning for business owners?
Yes, we specialise in pension strategies for company directors, including Self Invested Personal Pensions and commercial property investments using pension funds.
