what we do
Making your wealth work harder for you
Our investment advice services go beyond the numbers – we're here to make your money work for you in a way that aligns with your unique aspirations, appetite for risk and capacity for loss.
Discover the art of personalised investment planning tailored to your specific goals. Whether you're focussed on wealth accumulation or retirement planning, our team of independent financial planners at Chester Rose is committed to understanding your journey and crafting an investment strategy that reflects your dreams and ambitions.
We know that everyone has a different comfort level when it comes to risk. That's why our friendly financial planners take the time to get to know you and your unique investment risk appetite. We'll also take into account your capacity for loss - your ability to tolerate any potential loss in your investment. Whether you’re a high-risk taker or prefer a more conservative approach, we'll create an investment plan that feels just right for you.
Dive into a world of investment possibilities! We work in partnership with globally recognised and respected wealth managers to provide you with sophisticated asset allocation, discretionary portfolio management and related financial services on specially negotiated terms. From stocks and bonds to real estate, our experts will guide you through the choices, helping you build a portfolio that aligns with your vision for the future.
At Chester Rose, we know it’s important that your investments align to your ethics and personal values. Our independent financial planners are experienced in ESG Investing (also known as ‘socially responsible investing’ or ‘sustainable investing’) which prioritises environmental, social, and governance (ESG) factors or outcomes and considers how companies score against these metrics.
The financial landscape is always evolving, and we're here to navigate it with you. Our experienced team keeps a watchful eye on market trends and adjusts your investment strategy as needed. Rest easy knowing that we're committed to keeping your portfolio in sync with your goals, no matter what twists and turns the market takes.
At Chester Rose, your financial success is our top priority. We're not just about managing investments; we're about building lasting relationships. Trust us to be your partner in financial growth, offering friendly advice, transparent communication, and a commitment to your prosperity.
The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.
Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.
Past performance is not a reliable indicator of future performance.
Whether your starting out or want to review your investment portfolio, your investment success is our priority.
Contact us todayAs Independent Chartered Financial Planners, we're accredited by the Chartered Insurance Institute. Our status reflects our commitment to best practice, our focus on positive customer outcomes and gives you confidence that we exceed the minimum standards.
Our independent financial planners tailor your financial plans to your unique circumstances, taking in to account your short, medium and long-term goals
We can recommend appropriate investment strategies that align with your unique goals, balancing risk and reward to maximise your returns
We can help you minimise tax liabilities, ensuring that more of your money stays in your retirement pot.
Because we're independent, we're not restricted to any particular provider so we can explore the whole market to find the right solution for you.