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Financial Advice

At Cullimore Dutton, our specialist independent financial advisors are committed to providing more than your standard financial advice service. When you work with us, you’ll benefit from more growth, more protection and more results.

The financial advice we offer has been developed with our clients’ best interests in mind. Alongside our legal provision, we offer a unique, personalised, all-encompassing wealth management service, provided by a team of trusted experts with a wealth of experience and specialist knowledge.

At Cullimore Dutton, we provide financial advice that focuses on you and your goals for the future. With our help, you’ll achieve the lifestyle you desire during retirement and ensure that your wealth can be transferred to your loved ones in the way you’d prefer.

Financial planning for the future is essential, helping you ensure financial security later in life, increase your savings, ensure tax compliance, and more.

We appreciate that navigating financial planning alone can be difficult. That’s why we provide practical and straightforward support, turning potentially complex processes into simple steps.

Our financial advisers focus on offering bespoke support by first understanding the finer details of your circumstances and objectives. At Cullimore Dutton, our in-house experts are regulated by the Financial Conduct Authority and are committed to providing clients with quality-assured service.

We can support you in many ways, including:

  • Free pension review
  • Pensions & investments
  • Pension planning
  • Financial advice for high net worth clients

Get in touch with our independent financial advisers in Chester

To access specialist financial advice in Chester, please get in touch with experts at Cullimore Dutton.

You can give us a call on 01244 356789, or complete our contact form, and a member of our team will contact you as soon as possible.

Our financial advice service

Free pension review

At Cullimore Dutton, we appreciate that many people have multiple pension schemes across different jobs. If this is your situation, you may be considering whether consolidating your pensions would be the best option.

We can provide a free pension review where we will evaluate your existing pension schemes and determine whether or not pension consolidation is a viable option for your circumstances.

By making an initial assessment, we can determine whether you are on the right track with your pension contributions and whether your current schemes align with your retirement goals.

If we believe that areas of your pension schemes could benefit from improvement, we can put together a report that outlines the next steps. Your independent financial adviser will focus on identifying your attitude to risk and risk profile and clearly establishing your retirement and pension goals.

Pensions & investments

Our legal financial advisers can advise on all manner of pension investment strategies. After a detailed assessment of your financial circumstances and current pension(s), we can provide tailored advice on how to invest.

At Cullimore Dutton, our team will help you create a strategy based on your circumstances, balance your goals, and ensure an appropriate level of risk.

Our financial advisers can support clients in various ways, including investing for growth and/or income, as well as regular premium investment.

We can help you invest in bonds, stocks, mutual funds, or, most likely, a combination of these, depending on your unique situation, preferences, and requirements.

Pension planning

As part of our personalised financial advice service, we provide tailor-made pension planning. We can help you with strategic pension planning in many ways.

Our team can guide you to assess and establish your goals for retirement, and review your existing pensions arrangements. We can help you to build a suitable pensions investment strategy and provide appropriate portfolio recommendations.

At Cullimore Dutton, we can also assist you in ensuring that your pension plans are as tax-efficient as possible and help you with pension consolidation.

We can also help you create a plan to access your pension when you retire and provide information on the impact of accessing your pension pot(s) at different times.

Since we provide legal advice as well as financial advice, we can offer support with related areas as part of a cohesive strategy, for example, supporting you with Wills, trusts and inheritance tax planning.

The above are just a few examples of how we can help with financial planning advice, if you would like more information about how we can help with your pension, please get in touch.

Financial advice for high net worth clients

At Cullimore Dutton, we can offer independent financial advice for high net worth clients, focused on pension planning and investments.

Our financial advisers can offer a range of support, including tailor-made investment strategies, for instance, the use of private equity or hedge funds. We can also support you in reducing tax implications, for example, by utilising offshore pensions or trusts

To access specialist pension planning advice today, please contact our legal financial advisors at Cullimore Dutton.

Why work with Cullimore Dutton?

At Cullimore Dutton, we are proud of our fantastic reputation in the local community. We are one of the most established financial and legal firms in the region. We owe our success to our fantastic quality standards and the ongoing hard work of our people.

We are one of just a handful of companies that can provide both legal and financial services in one place. Our ability to deal with both areas simultaneously allows us to offer you a more unified strategy, resulting in improved decision-making, which is especially useful for financial planning matters.

When you work with us, you’ll receive a more bespoke service, which will result in more security and growth.

  • Experienced

    Our truly independent financial advisors have an enviable level of knowledge and expertise and manage the portfolios of multiple clients through tailored financial and retirement planning.

  • Specialists

    Our team specialise in investment and financial planning and are members of the Personal Finance Society. We are one of the few legal practices to offer specialist, independent financial advice alongside our legal services and believe that doing so provides our clients with a better all-round service.

  • Understanding

    We recognise a need for impartial advice on investment opportunities and pensions and value the opportunity to help our clients to achieve financial security and peace of mind. We understand that clients need confidence when investing substantial sums of money and promise that your investment will be managed professionally.

Frequently asked questions about Financial Advice

Financial advice means receiving recommendations on your finances, such as working with a financial adviser. These professionals provide financial advice by assessing a client’s situation and helping them choose the right financial products and strategies to protect and grow their wealth.

If you would like to receive personal financial advice, you will need to work with an independent financial adviser.

At Cullimore Dutton, we can provide both legal and financial advice under one roof, allowing us to offer a more comprehensive strategy that will result in better choices for your finances.

Without specialist knowledge, planning your finances for the future can be a difficult task. If you want to make the most of your pension(s) and ensure security for yourself and your loved ones, you are advised to seek the support of a specialist financial adviser.

The cost of financial advice depends on the type of support that you require and the complexity of your situation.

First our experts will assess your needs, and then we will be able to offer an accurate quote for your fees. For more information about our pricing, please get in touch with our experts at Cullimore Dutton.

Get in touch with our independent financial advisers in Chester

To access specialist financial advice in Chester, please get in touch with experts at Cullimore Dutton.

You can give us a call on 01244 356789, or complete our contact form and a member of our team will contact you as soon as possible.

Who will provide you with Financial Advice?

An Independent Adviser with at least 10 years’ experience in this area of work.

Administrative duties will be undertaken by our support staff.