Innes Reid Investments Limited

Innes Reid Investments Limited Innes Reid Investments Chester's leading Chartered independent financial advisers and planners.

Whether it be for investment opportunities, improving tax efficiency, planning and saving for your retirement, financing your personal goals or protecting your family or business, Innes Reid has the specialists to help and guide you through the whole process. Established in 1999, Innes Reid is an independent financial advisory company based in Chester. We have been awarded the much coveted 'Charte

red' status by the Chartered Insurance Institute (CII) - a measure of the very highest standards of professionalism and currently only held by approximately 440 financial planning companies in the UK. This status is only awarded to firms with a "commitment to developing and maintaining the knowledge and capability of their people". It also shows that we abide by a serious code of ethical practice and demonstrates our very clear commitment to our customers - setting us apart from our competitors. We have been voted No1 in Chester, on two occasions, by the FT Adviser Mystery Shopper Survey, most recently in May 2015, which endorses everything we try to do for our customers - helping them to secure their financial future without exposing them to unnecessary risks. The main focus of our business is to provide financial advice to individuals, private companies, partnerships and sole traders. Our financial planners are truly independent financial advisers (IFAs) which means they are authorised and registered and work for YOU.

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper.To cut thr...
01/09/2026

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper.

To cut through the sometimes confusing headlines, we explain the two changes you should be aware of.

Head over to our latest Insights to understand just how this may affect your personal finances.

Simply follow the link below to get the ISA facts:
https://innesreid.co.uk/insights/

If you’ve ever wondered what to say, or wish you could confidently be a part of the conversation, now is the time to sub...
26/08/2026

If you’ve ever wondered what to say, or wish you could confidently be a part of the conversation, now is the time to subscribe.

Global markets can change on a daily basis, know your facts and give your view next time global markets pop into the chat.

Subscribe to our weekly Global Market Update
https://mailchi.mp/innesreid/marketupdate

Our Wealth Calculator gives you a quick snapshot of how your current financial circumstances could support the retiremen...
16/08/2026

Our Wealth Calculator gives you a quick snapshot of how your current financial circumstances could support the retirement you want – including a projection of your funds.

It takes less than two minutes, and once you've completed the wealth calculator, you'll receive the personal insights straight to your inbox.

Just four questions and a clearer idea of what your future could look like.

Try the wealth calculator today and stop guessing.

You can start here:
https://innesreid.co.uk/wealth-calculator/

Will we be okay? Did I leave it too late?Our latest blog looks at the real value of financial planning. We spoke to our ...
11/08/2026

Will we be okay? Did I leave it too late?

Our latest blog looks at the real value of financial planning. We spoke to our clients to go beyond their savings & investments to find out why they chose to engage with financial planning, and what it's actually worth to them.

See why financial planning matters in our latest article.

https://innesreid.co.uk/why-financial-planning-matters/

05/08/2026

Most people don’t lie awake at night worrying about “asset allocation” or “pension consolidation.”

They lie awake worrying about quieter, bigger things: Will we be okay? Will I be a burden on my children? Did I leave it too late? Am I doing right by my family?

Maybe you’ve recently inherited money, or lost someone, or you’re simply tired of making financial decisions alone and hoping you got them right.

If any of this feels familiar, speak to our team about our free initial one-hour conversation with a financial planner.

It’s an opportunity to start finding out what “you’ll be okay” could really look like for you.

29/07/2026

Planning early means you're ready for what you didn't see coming

Ask James what he's gained from years of planning, and its stability.
James started working with Innes Reid as his career started to take an upward lift. Initially he wanted to sense-check whether his workplace pension was adequate and how his growing income would be affected by tax as his career progressed.

That early groundwork mattered more than he could have predicted. When he went through a divorce, the relationship he'd already built with Innes Reid meant support wasn't starting from scratch.

This is the part early planning quietly brings you: a foundation and a relationship of trust that's already in place when life doesn't go to plan.

You don't need a financial crisis, a big life event, or a milestone birthday to justify getting advice. The earlier you start, the more of the journey your adviser is there for and the less you have to carry on your own.

15/07/2026

🎉 19 years and counting! 🎉
We’re celebrating a huge milestone. Sharon has been part of the Innes Reid family since 2007, and honestly, we don’t know what we’d do without her!

As our Office Manager, Sharon is the glue that holds everything together. With over 25 years in financial services, she’s the reason things run smoothly for every single team here.

Here’s to Sharon, 19 years of keeping us organised, our clients happy, and our office running like clockwork. We’re so lucky to have you!

Life Doesn't Stick to the Financial Plan.Divorce. Bereavement. Redundancy. An inheritance that arrives with more emotion...
09/07/2026

Life Doesn't Stick to the Financial Plan.
Divorce. Bereavement. Redundancy. An inheritance that arrives with more emotional complexity than financial simplicity.

These are the moments financial planning is truly tested - not in a calm annual review, but in the middle of upheaval, when you need steady, reassuring support alongside sound advice.

During the uncertainty of a divorce, for example, clients told us how much they valued adviser support that was not just professionally sound, but genuinely sensitive to their circumstances.

This is why the relationship matters as much as the plan.

A good adviser isn't just there for the good years.

Address

Dee House, Hoole Road
Chester
CH23NJ

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+441244347583

Website

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