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.

28/05/2026

How to find us.

Dee House is our home, situated on Hoole Road, right in the heart of Hoole, Chester.

If you’re coming to us to meet with one of our independent Financial Planners use the postcode CH2 3NJ to find us.

We have onsite parking situated at the side of our building on Westminster Road. Worth noting: Westminster Road is a one way street so make sure you pass through the Hoole highstreet on your way round.

Early to your meeting? We’re surrounded by incredible independent coffee shops and eateries just a short walk from Dee House.

Our team would recommend for coffee lovers, for incredible sandwiches, for a fresh baked sweet treat, and if you’re looking to stay for dinner.

We can’t wait to meet you.

A long life lived well is something worth planning for.More of us are living longer than ever before. That's brilliant n...
19/05/2026

A long life lived well is something worth planning for.

More of us are living longer than ever before.

That's brilliant news, but it does raise an important question: is your financial plan built to last as long as you are?

Planning for a longer life isn't about worrying, it's about giving yourself the freedom to enjoy it fully, on your own terms.

READ THE GUIDE:

How to plan for a 100-year life.https://innesreid.co.uk/wp-content/uploads/2026/05/IR-Guide-How-to-plan-for-a-100-year-life.pdf

14/05/2026

You may think the hard work is done once you retire. But the reality is a little different...

Now, the real decisions begin,
the focus shifts to making sure your pension can support the rest of your life.

If you’re already retired or approaching it,
this is well worth a read...

How to manage your pension to protect your retirement lifestyle

👉Tap the link to read: https://innesreid.co.uk/managing-your-pension-withdrawals-to-protect-your-retirement-lifestyle/

Walk into your retirement with confidence.

More people in the UK are living to 100 than ever before.As we mark Sir David Attenborough turning 100 this year, its a ...
12/05/2026

More people in the UK are living to 100 than ever before.

As we mark Sir David Attenborough turning 100 this year, its a reminder that later life can still be full of purpose, passion and new opportunities.

According to the Office for National Statistics, the number of centenarians has doubled since 2004, with 16,600 people celebrating their 100th birthday in 2024.

But living longer also means thinking differently about financial planning.

Will your retirement savings last?
How do you create financial security for a longer future?
What lifestyle do you want in later life?

Our new guide, “How to Plan for a 100-Year Life”, explores the key financial considerations that could help you prepare for a longer, more fulfilling future.

Download your free copy, tap the link
https://innesreid.co.uk/wp-content/uploads/2026/05/IR-Guide-How-to-plan-for-a-100-year-life.pdf

06/05/2026

"I wasn't in control of the situation."

This is Ken - Lecturer at Chester University.

"I had accumulated pensions and investments but I wasn’t sure if they would sustain me through retirement.

I wasn’t in control of the situation it was becoming more and more apparent that I needed a financial expert and reassurance for the next milestone in my life."

Once you retire, the key question becomes: how do you make it last?Many people underestimate how long retirement can be,...
05/05/2026

Once you retire, the key question becomes: how do you make it last?

Many people underestimate how long retirement can be, and without a clear withdrawal plan, there’s a risk of running out of money sooner than expected.

With some retirees at risk of running out of money too soon (and 1 in 7 already regretting withdrawals), it’s worth getting this right.

Our latest blog covers:
• Why your pension still needs active management in retirement
• How inflation and life expectancy can affect your income
• Practical ways to help make your withdrawals more sustainable

If you’re already retired or getting close, it’s worth a read.

Read here: https://innesreid.co.uk/managing-your-pension-withdrawals-to-protect-your-retirement-lifestyle/

What’s your retirement age? And are you on track to achieve it? Use the Wealth Calculator to calculate your retirement w...
29/04/2026

What’s your retirement age? And are you on track to achieve it?

Use the Wealth Calculator to calculate your retirement wealth.

Get an instant, personalised retirement savings forecast today.

Try the wealth calculator here: https://innesreid.co.uk/wealth-calculator/

Most relatable things we hear at your first meeting, and they rarely mention money…📌I’m not sure where to start📌I have p...
23/04/2026

Most relatable things we hear at your first meeting, and they rarely mention money…

📌I’m not sure where to start
📌I have pensions all over the place
📌I kept putting it off and now we need some help
☕Coffee one sugar

Meeting with a financial planner can feel daunting… what if I don’t understand the figures? What if they don’t understand what I need?

Our first meeting is always free, which means you have the opportunity to have a friendly, face to face chat with a financial planner without feeling pressured.

Its an open, honest chat about your current circumstances and a chance for you to get to grips with any questions you may have.

Our clients rate us for our approachable, no jargon approach and its why they recommend us!

If any of these things resonate with you, it may be time to request your free initial meeting.

Market volatility: what it means for you (and how to respond).When markets move like this, it’s natural to feel concerne...
21/04/2026

Market volatility: what it means for you (and how to respond).

When markets move like this, it’s natural to feel concerned or wonder whether you should be doing something differently.

We’ve just published a new blog that looks at what’s happening and more importantly, what past periods of volatility have taught us about investor behaviour.

Tap the link in to read on: https://innesreid.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Get to grips with your options.It starts with an idea of what you want to do in retirement, how much it will cost, and h...
08/04/2026

Get to grips with your options.

It starts with an idea of what you want to do in retirement, how much it will cost, and how much income you’ll need to generate.

Once you’ve established the income you need in retirement, it’s time to think about how your pension savings can generate this income.

Get to grips with your retirement choices. Download the guide for free:

https://innesreid.co.uk/wp-content/uploads/2024/10/IR-Guide-Your-retirement-choices-OCT24.pdf

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

Alerts

Be the first to know and let us send you an email when Innes Reid Investments Limited posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Innes Reid Investments Limited:

Share