Illingworth Seddon Chartered Financial Planners

19/09/2025

Have you booked your tickets for our fabulous Lunch in the City at Old Palace Chester

Join us on Thursday 9th October for a delicious three-course meal, great networking opportunities, and an inspiring talk from our CEO, Jane Tomkinson.

Tickets: £50 per person
To reserve yours, contact Sophie today on 01244 364341 / [email protected]
Thank you to our sponsors DJH HM3 Legal & Seddon Chartered Financial Planners

24/05/2025

14/03/2025

Pensions might not be the hottest topic of conversation, but knowing how to manage them is essential!

Huge thanks to Jacob from Illingworth Seddon Chartered Financial Planners for guiding us through the ins and outs of pensions - from how they work, to the best ways to make the most of them. A super insightful session with plenty of takeaways for the team! 👏

13/11/2024

Are you fully aware of all the announcements in the recent Autumn Budget?

Have Labour introduced any changes that may impact your financial situation?

Are you generally wondering what everyone was, and still are talking about?

Well… we can help with all of that.

1. Tap the following link: https://illingworthseddon.co.uk
2. Scroll down and click ‘download the guide’
3. Get in touch if you have any queries.

It’s as simple as that, enjoy!

10/10/2024

Yet another fantastic year at the Old Palace Chester raising money for the The Countess Charity 🥂

We were so lucky to be involved once again, and a truly fantastic amount raised towards the appeal.

30/08/2024

So pleased to be supporting another fantastic event in aid of the Blue Star Balcony Appeal!

Join us for Lunch in the City at Old Palace Chester on Thursday 3rd October.

Arrival from 12noon for fizz reception and 3 course lunch!

Tickets are £45 per person and can be purchased by emailing Nicola - [email protected]

Kindly sponsored by Haines Watts & Illingworth Seddon Chartered Financial Planners

06/08/2024

12/01/2024

🥂 👩‍🎓 More qualifications and new starters to kick off 2024! 👨‍🎓 🥂

Huge congratulations to Laura Scrogham who recently completed her Chartered Insurance Institute Diploma in Regulated Financial Planning.

Laura has been with us since 2021 and is an integral part of the Paraplanning team in our office.

Bobby Taylor, another from our Ulverston office, also had good news recently as he completed the tricky RO1 exam. That now leaves Bobby with just RO3 and RO4 to complete until he also finishes his Diploma.

And finally a warm welcome to Catrin Wheeler who becomes the youngest member of our team at just 22, and the latest recruit to embark on our Training Programme.

There's nothing like starting the year with good news 👏

New qualifications for young team at Illingworth Seddon Financial Planners who offer financial advice in Tattenhall and Ulverston.

22/12/2023

🎅🏼 🎄 Merry Christmas Everyone! 🥂 🤶

We are now closed (for a little while), but will have staff in the offices from 27-29th December should you need us.

We will reopen fully on Tuesday 2nd January.

We hope you have a fantastic Christmas, and look forward to catching up in 2024.

05/10/2023

We were lucky to support another amazing lunch at the Old Palace Chester in support of the The Countess Charity Blue Skies Balcony Appeal recently.

Almost £5000 raised and a brilliant afternoon with clients and other local companies, what more could you ask for!

22/09/2023

Splitting assets with your other half can reduce Capital Gains Tax. Selling an asset may mean you need to pay Capital Gains Tax.
There are several ways you can reduce or avoid this bill, including splitting or giving assets to your spouse or civil partner. Whether you give away assets to your other half or do something entirely different, we can help you manage your finances as tax-efficiently as possible.

Selling a second property? Cashing in a share portfolio? When you sell a valuable asset that’s gone up in value since you bought it, you may have to pay Capital Gains Tax or CGT on your profits.

18/09/2023

Another fantastic charity walk event this year, thank you to Chester Business Club for their excellent organisation. Well done to the 2-legged and 4-legged members of the Illingworth Seddon Chartered Financial Planners team & to joint first-place Eddie (pictured) who's a volunteer at CSAD disability sports. Looking forward to meeting again in 2024.