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7th August 2026
What Burnham Means For Investors & Why We’re Trimming EM
Chester office 01244 660 793 Liverpool office 0151 236 9507 Knutsford office 01565 621 211

Meet the Team

You deserve a higher standard of professional advice. As Chartered financial planners, we’re committed to delivering that. Discover more about our team and why the north-west is at the heart of what we do.

Jessica Creasey
Communications & IT Support Assistant
Jessica Creasey
Communications & IT Support Assistant
Nicola Davey
Client Manager Support
Nicola Davey
Client Manager Support
Ross Davies
Chartered Financial Planner
Meet Ross
Ross Davies
Chartered Financial Planner
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Ruth Davies
Senior Client Manager
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Ruth Davies
Senior Client Manager
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Lourdes da Silva
Client Manager
Lourdes da Silva
Client Manager
Sophie Edwards
Client Manager
Sophie Edwards
Client Manager
Andrew Elliott
Chartered Financial Planner
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Andrew Elliott
Chartered Financial Planner
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Eileen Elrick
Client Support
Eileen Elrick
Client Support
Bailey Ewel Robertson
Chartered Financial Planner
Meet Bailey
Bailey Ewel Robertson
Chartered Financial Planner
Meet Bailey
Hope Ford
Client Manager Support
Hope Ford
Client Manager Support
Matthew Galloway
Chartered Financial Planner
Meet Matthew
Matthew Galloway
Chartered Financial Planner
Meet Matthew
Jacqui Garside
Finance Director
Meet Jacqui
Jacqui Garside
Finance Director
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Accreditations and Awards

Our accreditations reflect what we care about most: doing right by you. They’re a sign of our commitment to high standards, trusted service, and the professionalism you can expect.

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Giving Back

Giving something back to people and communities that need it is part of who we are. From fundraising to volunteering, we’re proud to support causes close to our hearts and make a difference where it really counts.

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FAQs

Financial planning can feel needlessly complex. Our FAQs address common queries about our services, fees, and processes to help you feel informed every step of the way.

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Insights

The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

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What Burnham Means For Investors & Why We’re Trimming EM

In our latest Quarterly Market Update, Jessica Creasey speaks with Dr Scott Osborne about the possible impacts of Andy Burnham's election as Prime Minister, as well as looking at the debate around an AI bubble; they also provide clients with a clear understanding of how the funds are currently positioned.
ISAs Under Attack

For the first time since their introduction back in 1999, some of the money you hold in an ISA could become subject to tax. we break down the changes in more detail and assess their impact, but more importantly, look at why ISAs will remain a valuable piece of the Financial Planning puzzle.
Iran & Inflation – Strait Talking

In our latest Quarterly Market Update, Paul Kelly speaks with Dr Scott Osborne about the ongoing conflict in Iran, and its possible impacts, as well as looking at inflation; they also provide clients with a clear understanding of how the funds are currently positioned.

Your stories

Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

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Mike and Lesley

"Life after selling the business"

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Simon and Cathal

"More time for what matters"

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Sue and Neal

"Retired and thriving"

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Astute Private Wealth
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