About us

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Experienced, Client Focused & Connected

Established in 2005, Cheshire Wealth Management was formed in order to work closely with professional connections and to meet the needs and requirements of existing clients. Cheshire Wealth Management specialises in portfolio planning for investment, retirement and inheritance tax.

We are Authorised & Regulated, ensuring we have the relevant permissions to provide services to our clients (UK residents only).

Graeme Atkinson: Over 30 Years Experience

Graeme Atkinson, Director of Cheshire Wealth Management Limited, has over 30 years’ experience in the Financial Services Industry and has held a number of high profile positions such as Northern Sales Manager for the M&G Group and Business Development Director for Barclays Global Investors.

Graeme has formed professional partnerships with Accountants and Solicitors to offer more comprehensive solutions to clients’ needs.

Professional Qualifications

Graeme Atkinson has:

  • BA ( Hons) History and English
  • Diploma in Financial Planning
  • Certificate in Discretionary Investment Management
Independent Financial AdviserIndependent Financial Adviser