Mendy & Watt Financial Advisers
With You For The Journey
We are a family-run firm of independent financial advisers based out of our offices in Holmes Chapel, Cheshire. Our goal is to ensure the financial well-being of you, your family, and your business. We understand that financial planning and decision-making can be complex and sometimes intimidating, so our clients genuinely appreciate our honest and straight-talking approach. They understand that receiving the right advice is the key to meeting their needs and goals, and turn to us as their trusted advisers to help them to build a robust plan for the future, whatever life may throw at them.
Our independence guarantees we have access to the ‘whole of market,’ ensuring that we can always act in your best interests. Through face-to-face meetings, a thorough appreciation and understanding of your needs and objectives, and regular ongoing reviews, we will be there at every step of your financial journey.
We aim to be your trusted advisers for many years to come. In fact, happy clients often refer us to family and friends, meaning that inter-generational planning has become a large part of how we work.
In our experience, only by working closely with your team of other trusted advisers, such as accountants, solicitors, tax advisors, and estate planners, can a truly holistic financial plan be achieved. We understand that co-operation is the key – this makes us pretty unique among financial advisers.
Making a plan for when you are no longer here is just as important as making one for while you are still around.
Whether through making a Will, Lasting Powers of Attorney, Trust Planning, help with Inheritance Tax, or assistance with Probate (dealing with someone’s estate when they have died), our sister company Mendy & Watt Limited offers expert advice in comprehensive Estate Planning. Get in touch now to see how they can help