Atherton & Associates Wealth Management Ltd

Financial planning for you, your family and your business

Based in Nantwich, Atherton & Associates provides clear, personal financial advice to help you make informed decisions at different stages of life.

We can help with:

• Savings and investments – planning for your goals
• Retirement planning – exploring how to build savings for retirement and draw an income that suits your circumstances.
• Protecting your family – considering how to provide financial support if life takes an unexpected turn.
• Passing on wealth – planning for loved ones and understanding how inheritance tax rules may affect your estate.
• Financial planning for business owners – bringing your personal and business goals into the same conversation.

Whether you're making plans for the future or reviewing arrangements you already have, our team can help you understand your options.

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