ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD
Financial Services - NANTWICH, ENG, UK
ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD Employees
ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD Details
Based in Nantwich, in Cheshire, and assisting clients across the North West, we aim to deliver comprehensive, bespoke financial advice; whether planning for retirement and making their wealth last, passing on wealth tax efficiently to the next generation, helping to build and protect wealth through saving and investment planning or protecting loved ones. Our clients are the focus of everything we do and we are committed to delivering the highest level of advice and service to each and every one. We aim to develop and maintain long-term, trusted relationships with individuals and businesses alike to achieve their financial goals and objectives, priding ourselves on honesty and integrity.Atherton and Associates Wealth Management Ltd hold the title of Chartered Financial Planners, the Chartered status is a symbol of technical competence and signifies a commitment to professional standards.We therefore adhere to an ethical code that underpins broader commitments to professional values; putting customers' interests first, investing in ongoing development of their people's technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement the range of St. James's Place Wealth Management products on offer. We believe the providers represent the "best of breed" in their respective categories and are capable of delivering the high standards you would expect. Atherton and Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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