How can you benefit from our help?

Financial Planning

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 financial planning process.

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Wealth Management

Our Wealth Management Service delivers an innovative approach to financial planning and advice and is designed to make your money work harder, look after your needs better and make life easier for you.

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Pension & Retirement Planning

You may be just getting started with saving for retirement, nearly retired or looking to review your retirement finance options. As an approved pension transfer specialist with the FCA we can offer you the very best retirement planning service, carefully reviewing all aspects of your personal or company pension plans.

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Inheritance Tax Planning

As Chartered Financial Planners, we are able to dovetail our expertise in financial planning with specialist tax and Trust knowledge to provide advice which can reduce or eliminate the amount of tax due on your estate.

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Divorce Advice

Getting the right independent financial advice and support is crucial to help you reach the best possible financial settlement to protect you and your family. We work directly with you, and your solicitor, to provide options and guidance on all aspects of financial planning to focus on reaching a fair and acceptable outcome.

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We’ve been working with clients in the Liverpool area since 1999.

Setup an initial meeting at your premises, a location of your choice, or at our Cheshire office close to the M53.

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Innes Reid are proud to be Chartered Financial Planners

Innes Reid are proud to be Chartered Financial Planners

As Chartered Financial Planners we have been providing truly independent financial advice and support to both private and corporate clients in Liverpool and across the North West since 1999.

Meet our experts

Innes Reid are independently owned and pride ourselves on attracting and retaining the very best independent financial advisers and paraplanners, who are assisted by a dedicated support team of administration staff.

Find out more about Innes Reid & meet the team here

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk