Tailored recommendations to suit your circumstances.
Informed financial planning whichever life stage you are at.
Our approach
Meet Lee, our Director and Chartered Financial Planner.
In this short video, Lee introduces who we are, what we do, and why we are passionate about helping our clients achieve financial confidence.
As a Chartered Financial Planner, Lee leads our firm in developing clear, practical financial advicetailored to your circumstnces. We provide a comprihensive financial planning service covering investment, pensions and protection, helping you make the most of your spare capital or surplus income.
You may be wondering when you can afford to retire, how much income you will need in the future, or how your family would cope financially if the unexpected happened. Whatever the situation, we’re here to help with thoughtful guidence and practical financial recommendations designed to support your goals.
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
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Jack Parker DipPFS
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