Financial adviser in Chester
I'm Max Gallagher (DipPFS, CeMAP), a financial adviser with Financial Options Group, and I work with clients across Chester, from Hoole and Handbridge to Upton, Boughton and the villages beyond. Chester wears its prosperity quietly: behind the Rows and the Roman walls is a working city of financial services staff out at Chester Business Park, NHS people at the Countess, university folk and daily commuters over the border to Broughton, many of whom have built up decent pensions and savings without ever having one plan that ties it all together.
I'm based near Bury, and Chester sits well within the patch I cover in person, I'll come to your home or workplace in the city, or we can meet over Teams if that's simpler. The first conversation is free and without obligation: we go through what you've built up, where you want to get to, and whether I can genuinely add value. If I can, I'll set out a clear recommendation with the costs in writing before you commit to anything.
Who I help in Chester
- You've spent a career with the financial services employers on Chester Business Park and have a drawer full of pension statements that nobody independent has ever looked at.
- You live in Chester but work over the Welsh border at Broughton, and you'd like your pension and retirement options explained properly before you make any decisions.
- You're trading a terrace in Hoole or Handbridge for more space in Upton, Vicars Cross or one of the villages, and you want the mortgage handled by someone who'll actually explain it.
- You've settled in Curzon Park or Westminster Park, the house is worth more than you ever expected, and inheritance tax has started to nag at you.
Whether your pension comes from a bank on Chester Business Park, the NHS at the Countess, or years of shifts over the border at Broughton, I'll help you understand what you've actually built and shape it into a retirement plan you can follow.
Chester's market runs from Victorian terraces in Hoole and Handbridge to family homes in Westminster Park, and with the Welsh border on the city's doorstep, I can also walk you through how buying in Saltney or beyond differs from buying on the English side.
Your first conversation is free, with no obligation to proceed.
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