We work with you to ensure that every financial decision you make is the right one based on the lifestyle choices you make.
Providing high quality advice, bespoke to each individual, allows our clients to concentrate more of their time on enjoying life. Our clients benefit from having peace of mind that they are being looked after by a team of highly qualified and experienced advisers with uncompromising ethics.
Although based in Cheshire, we also help clients in North Wales, Wirral, Merseyside and Shropshire and are able to offer a bilingual service for our Welsh speaking clients. With combined wealth management experience spanning over 100 years, our team is perfectly placed to provide our clients with specialist advice in all aspects of financial planning.
The following pages provide a further insight into our business and explains what you can expect should you choose to become a client of Illingworth Seddon:
- Investing for capital growth or capital preservation
- Investing for income
- Planning for Retirement
- Protecting wealth
- Protecting lifestyles against risk
- Mitigating tax liabilities
- Planning exit of a business*
- Contingency planning
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*This may involve the referral to a service that is separate and distinct from those offered by St. James's Place.