Financial Advisers
in Deeside

We are authorised financial advisers, who specialise in giving advice on a wide range of subjects to assist with your personal financial planning including, Investments, Inheritance Tax Planning, Pensions, Life Assurance and Mortgages.

Whether you are starting out, looking to grow or considering a sale, we can provide the guidance you need. Because we are both Chartered Accountants and, through our sister company, Chartered Financial Planners, we are able to provide our clients in Cheshire, Merseyside, North Wales and elsewhere in the UK with the most professional and high quality advice.

Based in Wirral, Merseyside and established in 1974, over the years, we have built a strong reputation for our expertise in creating bespoke financial planning solutions, for both personal and corporate clients. We will provide you with a dedicated financial adviser, who will take time to understand your needs fully, so that you can receive the very best impartial advice.

At Simon Kershaw & Associates Limited our highly skilled and experienced professionals look forward to working with you to find the most effective way to meet all your financial needs.

Chesterton Grant is a firm of Independent Financial Advisers. We offer impartial advice and a tailored service that fulfils the financial needs of individual and corporate clients.

Richard Carew Independent Financial Advisers Ltd, an Appointed Representative of Cambrian Associates Ltd, formed in January 1st 2012. Richard Carew had been an adviser for Cambrian for over ten years, when he became Managing Director of his own company.

There are two main types of Invoice Finance available; Factoring and Invoice Discounting. Both are flexible funding and collections services which release the cash tied up in outstanding customer invoices, bridging the cash flow gap between raising an invoice and getting paid.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take.