About George Travis Ltd

Chartered Financial Planner - Professional, experienced and qualified.Fully independent.Reliable, approachable and adaptable to your needs.Personal contact point.
George Travis Ltd, Chartered Financial PlannersWe provide bespoke, independent Financial Planning, Wealth Management and Investment Management advice across Cheshire, North Wales, Wirral, Merseyside and Shropshire. Investments, Pensions, Mortgages, Life and Illness insurances (protection) for individuals, trustees, charities and businesses are the main areas of our support..We are a small firm based in Chester with offices easily accessible for our clients based in the North West and those further afield in the UK. Because of our size and constitution, we pride ourselves in being able to offer an unrestricted, focussed and ‘tailor made’ approach to suit each of our clients’ needs. We are completely independent and are not tied to, or allied with, any other financial organisation and so are not compromised in any way by our recommendations. We are entirely free to offer advice covering a wide market in a manner that we feel best suits our clients. We are fully owned by our working director(s) and are pleased to hold Chartered status as granted by the CII (Chartered Insurance Institute). This accolade is recognised as a pinnacle of professionalism for businesses that offer Financial Planning advice.
Pensions & retirement: