Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. 

If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you.

With offices based in Frodsham and Lymm for in person meetings.  Please call 01928 620077 to arrange a meeting. 


The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' and the titles `Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.

SJP Approved 06/01/2025

Bushell Holt Wealth Management Ltd

This department facilitates and manages relationships with partners to enhance collaboration and support.

Partnership Services

This department focuses on providing financial planning and investment management services to individuals and business owners.

Bushell Holt Wealth Management Ltd

Org chart

Teams

Partnership Services

Wealth Management

Offices

Bushell Holt Wealth Management Ltd

Org chart

Teams

Partnership Services

Wealth Management

Offices

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