Our Services

Here at Cheshire Wealth Management, we offer Independent Financial Advice on key areas of our Clients Wealth Portfolio. Please select one of the services below to find out how we can help you:


Before we can identify the best investment strategy for you, we will work with you to identify the level of risk you feel comfortable taking and the potential losses you would be … read more

Retirement Planning

You now have more choice available to you than ever before as to how you access your pension funds. However, with greater choice comes greater complexity. Your pension income …. read more

Inheritance Tax Planning

In the past Inheritance Tax used to be an activity for the very rich. Increased wealth means this is no longer the case. Now families and individuals need to plan ahead to ensure that … read more


Within an ISA your money grows free from any personal liability therefore any gains are not subject to income tax or capital gains tax should you take the money out. An ISA can … read more

Other Services / Client Protection

To compliment our key services, we can also offer bespoke independent advice on a number of different subjects. We work hard to act as a central point of contact for all … read more