Award winning financial planning based on our culture of treating customers fairly and at the centre of everything we do! We also want our website to become the hub providing you with easy access to the most useful financial planning tools in the industry. And it is with this in mind that we developed our very own Riskograph just to get you going!
And the sole purpose of The Chester Partnership is to help our clients achieve these things! We acknowledge what we do isn't for everyone, but please don't hesitate to call and ask if we can help.
And the sole purpose of The Chester Partnership is to help our clients achieve these things! We acknowledge what we do isn't for everyone, but please don't hesitate to call and ask if we can help.
Services
In an increasingly complex and demanding world, we believe it has never been more relevant that financial planning & advice is provided with 'Integrity and Knowledge' underpinned by robust systems and controls. Since the very beginning our vision has been to create a firm recognised as being 'a little bit special' - one that stands out with our commitment to keep you, our client at the centre of everything we do.
We are committed to the consistent delivery of a 6 stage ADVICE process that reflects the best practices of the modern, professional financial adviser. The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. We will usually ask you to prepare for an initial meeting by completing a 'Fact Find' information pack.
Financial advice is generally fairly narrow in its focus, dealing with very specific needs in one, or more areas of your finances. Often advice will result in a recommendation to purchase financial services products suitable to satisfy the needs identified. Financial planning takes a much broader view of your circumstances with the objective a developing an overall Plan considering all aspects of your needs, objectives and priorities.
1. protection against insufficient money to repay debts if your partner become critically ill or dies prematurely. In the event of someone dying prematurely they leave a partner and / or dependents with insufficient capital to meet their requirements - particularly the repayment of a mortgage and other debts.
Either saving on a regular basis to build up capital for the future or having acquired wealth and looking for competitive returns and tax efficiency. Having access to an 'emergency fund' - money set aside for those 'rainy' days should be another cornerstone for 'risk free' planning! During the course of our working life we'll earn a small fortune - how much of this will we have been able to save?
Reviews (10)
Emma Toni
Jan 19, 2021
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Huge thank you to Charlotte Jones, who made buying our first home simple and straight forward. As well as sorting our mortgage, she went above and beyond to keep our solicitors in check and the whole process moving, ensuring that we kept to a strict deadline.
Charlotte explained the whole process from start to finish, and no question was ever too silly.
We cannot thank her enough!
Charlotte explained the whole process from start to finish, and no question was ever too silly.
We cannot thank her enough!
James D.
Nov 18, 2020
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I recently completed a mortgage application with Paul Hedges and I want to thank him for delivering a truly exceptional service from start to finish.
Paul was professional and very knowledgeable. He helped me achieve exactly what I was looking for and gave me some great advice along the way. His diligence and communication throughout the mortgage process truly was world class!
I took out a new mortgage and a life policy. I had many questions throughout but his advice was always well explained and easy to understand.
Overall, a great service and I would recommend anyone who needs a mortgage to
Paul was professional and very knowledgeable. He helped me achieve exactly what I was looking for and gave me some great advice along the way. His diligence and communication throughout the mortgage process truly was world class!
I took out a new mortgage and a life policy. I had many questions throughout but his advice was always well explained and easy to understand.
Overall, a great service and I would recommend anyone who needs a mortgage to
Sirsquirrel
Sep 08, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Worked with Paul who reviewed all of our current life insurance policies, ensuring that the correct cover was in place and still remains in place via the new providers. Paul is a very detailed, passionate and dedicated individual. These guys are lucky to have to such a key player in their team. Thanks all.
Worked with Paul who reviewed all of our current life insurance policies, ensuring that the correct cover was in place and still remains in place via the new providers. Paul is a very detailed, passionate and dedicated individual. These guys are lucky to have to such a key player in their team. Thanks all.
Ant Jenkins
Aug 08, 2019
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Gavin Thomas
Jun 13, 2019
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Charlotte has been really helpful every step of the way. She advised us on what sort of property you should be buying as well as the pros and cons of buying a new property. Charlotte stuck by us every step of the way - and each time we felt things were taking a downturn she managed to keep the ball rolling.
Have already recommended to many people. Thank you!
Have already recommended to many people. Thank you!
David Slater
Jan 26, 2019
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Richard Larkins has been looking after our financial interests since we retired some 10 years ago ,Richard has given amazing advice which has improved our financial well being way beyond anything we could have achieved on our own using banks and building societies .
As we required conservative risk , the procedures within Richards Partnership explained every step of the way to investment very
clearly ,all your future needs and aspirations are taken into account before advise is given .
Rates for advice are very reasonable and we have been more than pleased with them .
Contact Richard and we
As we required conservative risk , the procedures within Richards Partnership explained every step of the way to investment very
clearly ,all your future needs and aspirations are taken into account before advise is given .
Rates for advice are very reasonable and we have been more than pleased with them .
Contact Richard and we
Stuart Dugdill
Nov 08, 2018
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My wife and I recently met with Rob Roberts of the Chester Partnership to sort out our life cover and also to discuss options around our mortgage.
Rob was professional and clearly very knowledgeable and gave us some great advice. He is exploring a range of options for us on the life insurance side and will report back with his recommendations.
On the mortgage side his advice was reasoned, well thought out and above all was a common sense approach to our particular challenges.
Rob is able to get across the technicalities of the issues in an easy way with his easy but professional manner.
Very
Rob was professional and clearly very knowledgeable and gave us some great advice. He is exploring a range of options for us on the life insurance side and will report back with his recommendations.
On the mortgage side his advice was reasoned, well thought out and above all was a common sense approach to our particular challenges.
Rob is able to get across the technicalities of the issues in an easy way with his easy but professional manner.
Very
Leanne Skellon
Aug 07, 2018
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I recently met with Rob to arrange my 3rd mortgage with him. I have always approached Rob for mortgage and financial advice over the years, his advice and knowledge is outstanding. He is extremely passionate about what he does and has now become someone I can trust with organising mortgages for me. I have recommended Rob to family and friends who now have shared the same experience. Thanks again for your help Rob, i'm sure I will be in touch in the future for more financial and mortgage advice.
Stuart Dugdill
Jul 04, 2018
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Rob Roberts was out to see me to sort out my pension this time. Having sorted out our life insurance and mortgage, he was the person i wanted to look at my pension and has pretty much got me back on track and with a firm handle on my pension and our future.
The service I have had from Rob is first class. He explains complicated things in a way that makes them easily understood and I have full confidence in him.
The service I have had from Rob is first class. He explains complicated things in a way that makes them easily understood and I have full confidence in him.
Dave
Jul 02, 2018
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Professional, independant advice.
Getting close to 'that age' I seem to be getting lots of offers both in the post and via cold calls to review my retirement options. Fearing that pension advice will soon become the next PPI furor whilst also feeling both concerned and confused about my options I needed some trusted advice.
I found these guys via a mutual friend, a fact finding telephone call was scheduled to discuss my situation and agree next steps.
I was called promptly, Rob listened to 'my story' and concerns. Rob asked relevant searching questions, gently probing to check I had contingency
Getting close to 'that age' I seem to be getting lots of offers both in the post and via cold calls to review my retirement options. Fearing that pension advice will soon become the next PPI furor whilst also feeling both concerned and confused about my options I needed some trusted advice.
I found these guys via a mutual friend, a fact finding telephone call was scheduled to discuss my situation and agree next steps.
I was called promptly, Rob listened to 'my story' and concerns. Rob asked relevant searching questions, gently probing to check I had contingency
