Atherton & Associates Wealth Management Ltd

Financial Advisers

Straightforward financial advice, built around your plans

Good financial advice starts with understanding what matters to you. At Atherton & Associates in Nantwich, we work with individuals, families and business owners to help them plan with greater clarity.

Our advisers can help you:

Invest for future goals, with advice that takes account of your circumstances and the possibility that investment values may fall as well as rise. You may get back less than you invest.

Plan for retirement, including how to save towards it and consider your income options.

Review financial protection for yourself, your family or your business.

Plan how to pass on wealth, taking account of your wishes and the tax rules that apply to your circumstances. These rules can change.

We'll explain your options in plain English and help you make decisions that reflect your needs.

Atherton & Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorized and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.

SJP approved