mendyandwattfa.co.uk

Mendy & Watt Financial Advisers is a family-run, independent financial advice firm based in Holmes Chapel, Cheshire. The firm helps individuals, families and businesses plan for their financial well-being, offering clear, straightforward guidance designed around each client’s needs and goals. Its independence provides access to the whole market, enabling advisers to recommend suitable options without being limited to a single provider.

Services include investment advice, retirement planning, personal and business protection, mortgages, equity release and general insurance. The firm supports clients through face-to-face discussions, careful assessment of their objectives and regular reviews, helping them adapt their plans as circumstances change. It also works alongside clients’ accountants, solicitors, tax advisers and estate planners to support a more joined-up financial plan.

For estate planning, Mendy & Watt’s sister company, Mendy & Watt Limited, advises on Wills, Lasting Powers of Attorney, trusts, Inheritance Tax and probate. Authorised and regulated in the United Kingdom by the Financial Conduct Authority, Mendy & Watt aims to build lasting relationships and provide practical support throughout clients’ financial journeys.