The role of a financial adviser is to provide professional guidance and advice to clients regarding their financial goals and investment strategies. Financial advisers help clients identify and prioritise their financial objectives, assess their current financial situation, and develop a personalised plan to achieve their goals.
At Mendy & Watt Financial Advisers we provide guidance on a wide range of financial matters, including retirement planning , investment management, tax planning, estate planning, insurance, and risk management in Cheshire. We can also help clients navigate complex financial situations, such as a divorce, inheritance, or other significant life events.
We provide objective advice that is tailored to each client's unique circumstances and financial goals. Always working in our client’s best interests, we provide unbiased advice and recommendations that align with our client's financial objectives. We help clients make informed decisions so they can take control of their finances, providing ongoing support and guidance to help them stay on track and achieve their financial goals.
Director & Independent Financial Adviser
Matt is our key private client adviser, fully qualified and experienced in all our advice areas. Matt offers comprehensive financial advice and planning, helping clients to achieve their goals while building successful and long-lasting relationships along the way.
A keen cook and avid traveller, Matt loves nothing more than spending time with his family, long dog walks, and, when he can find the time, reading and writing science fiction.
Director & Protection Adviser
Wendy is our in-house protection specialist, looking after both private and professional clients. Previously Wendy worked for 20+ years as director of a large electronics manufacturer, and so has a particular passion for helping businesses to plan for the future.
While her marathon-running days may be behind her now, Wendy still enjoys running, cycling, and hitting the gym. She always likes to have a holiday to look forward to, and in the winter can normally be found tumbling down ski slopes around Europe.