The team at Cheshire Wealth Partnership has many years’ experience providing practical financial planning advice to people, families and businesses in Cheshire, Lancashire and the surrounding area.
We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Cheshire Wealth Partnership, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
James is passionate about providing a very high level of service to his clients. He works to understand their individual needs, based on current financial positions and life goals. He understands that seeking advice can be a daunting experience and works to put clients at ease, navigating the many options are now available. He has wide ranging experience in all aspects of financial services, specialising in pensions and investments and his reputation for high quality and trusted advice has translated into valuable and longstanding relationships with his clients. He draws on his personality, experiences and values to offer tailored financial solutions for his clients.
James works closely with a number of other industry professionals including solicitors, accountants and mortgage advisers. He has been a financial adviser since 2007, and set up Cheshire Wealth Partnership in 2013.
On a more personal note, James lives with his wife Alex and their two children, Charlie and Tilly. With a love of swimming since childhood, James spends his spare time as an assistant coach at Wigan Best Swimming Club, sharing his own experiences knowledge as a young competitive swimmer, encouraging local kids to have fun and realise their capabilities.
Jonathan has worked as a Financial Adviser for 15 years and independently since 2013. Throughout his career, he has sought to treat his clients with respect and improve their financial wellbeing. With both a friendly and professional manner, he strongly believes that “a customer is for life” and believes that relationships are the key to mutual success. He draws on his personality, experiences and values to offer tailored financial solutions for his clients.
He prefers to work face-to-face and his aim is to put you in control of your finances by taking the time to understand your goals and aspirations, and what is important to you and your family. He would like you to feel relaxed and informed without any confusing jargon and has an open and straightforward approach to financial planning.
Outside of work, Jonathan enjoys a good social life with friends and likes to spend time with his young family, going on walks around the local countryside. He supports local grassroots sport in junior football management and helps to coach and support the local junior cricket team.
Want to know more?
To find out more or to arrange a meeting with us, please call
01625 509174, or email firstname.lastname@example.org