George Travis

George Travis Ltd was established 2013 and though recent, has the extensive knowledge and experience gained from amongst its staff to cover a wide area of personal financial matters. The Firm recently moved to new offices on the outskirts of Chester at Mollington Grange where it continues to build its reputation for providing up-to-date, bespoke an... d professional financial advice. We strongly advocate the codes of practice and principles as outlined by the FCA and those from our respective professional bodies. We make every effort to ensure that all advisers follow these principles in all aspects of their advice. We pride ourselves in being uniquely placed to do what we believe we do best, and that is offering advice on all clients financial affairs in a sensitive, professional and holistic manner. The importance of treating all clients fairly as human beings and the ability to be flexible and adaptable to their needs are a vital aspects of our approach. We are aware of the bureaucracy, constraints and impersonal nature that large organisations can often display when dealing with their clients and we do hope what we have to offer is a refreshing and rewarding alternative for both existing clients and for new clients alike. We would be pleased to offer all potential clients the opportunity to arrange an initial face to face meeting with an experienced adviser to discuss their circumstances and for us to talk through ways we can be of help. This would be on a no cost, no obligation basis and is intended for new clients to get a better feel to what we do and how we go about it. If you would like to get in touch please use our contact form . Financial Planning: We act only as agent in the areas of advice we give and we deal with all the prominent providers (Insurance companies, Banks, Building societies and Mortgage lenders and Custodial agents) within the industry to ensure you get as good a deal in terms of costs as compared to dealing with the providers directly. However we will take additional steps to assess ...Read More