Financial Services

At BarTax, we’ve worked hard to develop a close working relationship with Chestergate Financial Services (Chestergate). Chestergate is a Partner Practice of St James’s Place Wealth Management, a FTSE 250 company. St James’s Place currently manages funds in excess of £30 billion.

Chestergate provides a specialist service for business owners and high net worth individuals that is both flexible and backed up by proven global expertise. We work closely with Chestergate, coordinating and liaising with them to ensure that together we deliver a comprehensive solution that spans your accounting and financial planning needs.

What can Chestergate Financial Services offer me?

Chestergate delivers an end-to-end service that allows you to plan your finances with ease and confidence. Consultations can be arranged at your place of business or at your home.

As a client you can look forward to receiving the very best financial services in the UK today. As a practice partner of St James’s Place, Chestergate has access to a comprehensive range of investment opportunities and tax solutions.

So whether you are interested in exploring pensions, investments, estate planning or inheritance tax mitigation, their advisors can select and manage your funds taking away the burden from your busy schedule.

Find out more

If you would like to arrange an initial consultation with a Chestergate Financial Advisor or you would simply like to find out more, please take a few moments to explore their website. Alternatively, you can call our office on 01625 268482 or send us an email and we would be delighted to liaise with them on your behalf.

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