Tailored recommendations to suit your circumstances.
Informed financial planning whichever life stage you are at.
Our approach
We are a friendly, professional, Financial Planning Firm based in the heart of the Knutsford countryside. We’re proud to hold Chartered status, the gold standard of our industry. You can be assured of our personal service and attention to detail at all times.
We offer a comprehensive service covering investments, pensions, and protection. So we can help to ensure you are making the best use of any spare capital or surplus income.
You may be wondering when you can retire and how much income you will need. Or maybe you are concerned about how your family would survive financially if you were no longer here. Perhaps your circumstances are making it difficult for you to obtain a mortgage? Whatever the situation, we can help by offering practical financial recommendations.
Video credit: Chartered Insurance Institute - www.cii.co.uk and Vimeo Solutions www.vimeo.com
How we can help you
Our Financial Advisers are here to offer a comprehensive financial planning service, covering all your requirements, whatever stage of life you’re at. For us, the relationship between the adviser and client is absolutely fundamental. From the outset, we take time to get to know you and what makes you tick so that we can understand your goals and ensure your financial planning will help you to achieve your ambitions.
How to find us
Our office is located in Mere, Knutsford.
Can’t make it into the office? No worries – we offer zoom meetings and scheduled telephone consultations.
Tatton Financial Planning Ltd
Unit 1A, Mere Hall Farm Business Centre
Bucklow Hill Lane, Mere,
Knutsford, Cheshire
WA16 6LE
Our services
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Wealth Management Service
A pro-active financial planning service including an annual review and changes to your investments and pensions.
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Transactional Service
A lighter touch service allowing the customer to get in touch as and when they require specific advice.
Meet our team
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Lee Hughes APFS
Director/Chartered Financial Planner
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Joanne McLaughlin DipPFS
Financial Planner
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Anthony Gabbott CFPTM Chartered MCSI
Certified Financial Planner
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Anna Abbott
Client Manager
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Tom Kirby
Client Manager
“Very happy – Lee demonstrates real care for what we want to achieve as a family, a real strength in my view, it feels very personal to my family and our circumstances. He has a real listening ability, and is always keen to understand my ambitions and rationale. Risk is always made clear and I’m given clarity before a decision is made. My circumstances have changed significantly since my time with Tatton, they have been the right partner every step of the way.”
— Long standing investment client
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. The Financial Conduct Authority does not regulate Inheritance Tax Planning.
Contact us
Initial non-obligation consultation is free of charge