Financial planning

We work with you to help nurture, safeguard and maintain wealth.

We are professional,
We are dedicated,
We are Blithe House.

Blithe House Financial Management Ltd is based in Cheshire and provides a wide range of financial expertise to individuals and corporate clients throughout the Northwest. We are truly independent and therefore not restricted to a single product provider which enables us to give unbiased advice and offer products from any provider right across the market.

Meet our team of reliable advisors

Our team will handle your account with the upmost respect & professionalism

Why our clients choose us

As well as being home to a group of talented Financial Experts, at Blithe House we also provide clients with access to our app so you can track and monitor your finances at your own leisure.

View your investment portfolio

Quickly access your insurance details

Track your property values

Manage your income and your spending

Safely store all of your important documents

Be reminded about your renewals, income and payments

Blithe House Financial Management Ltd

Independent financial experts for individuals and corporate clients

INVESTMENTS & SAVINGS
INVESTMENTS & SAVINGS

We can help with your investments or savings, no matter whether you are investing a single lump sum or wishing to set up regular payments into a set account.

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PERSONAL TAX PLANNING
PERSONAL TAX PLANNING

Tax affairs can be very complex so don’t take chances with them. You may be missing out in so many ways; paying too much tax, not claiming allowances or even not planning your tax correctly.

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INHERITANCE PLANNING
INHERITANCE PLANNING

As property prices rise, you might find yourself having to deal with inheritance tax. Whether you are the beneficiary in a Will or looking at passing on your own estate cost-effectively, we can help.

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CORPORATE & BUSINESS ADVICE
CORPORATE & BUSINESS ADVICE

Whatever type of business you are involved in, we can act as your financial advisors. From protecting commercial finance, to employee benefits, to pensions, we will advise on the best solutions for you.

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PENSIONS & RETIREMENT PLANNING
PENSIONS & RETIREMENT PLANNING

No matter how far away your retirement may be, it is always a good idea to plan ahead. With many different options available we’ll help you choose the right direction.

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PROTECTION FOR INDIVIDUALS
PROTECTION FOR INDIVIDUALS

As well as insuring your possessions and pets, it is always worth giving thought to family finances too. We can’t prevent these things happening but we can put you in touch with insurances to cover you financially.

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MORTGAGES
MORTGAGES

Whether you’re buying your first home, or looking to remortgage, we can help. Getting the best deal on the market is paramount and is what we strive to do for every customer. We completely manage the process by liaising with lenders, valuers and solicitors on your behalf.

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PRIVATE MEDICAL INSURANCE
PRIVATE MEDICAL INSURANCE

Our specialist team can assist in finding the right medical cover for you. We will always look for the most appropriate tailored product to suit your requirements, at the best price possible.

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LIFE INSURANCE
LIFE INSURANCE

We will find the ideal life and protection policy to support you, your family, or your business. Our team can support you with your application from start to finish to ensure you get the best policy suited to your circumstances.

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BUSINESS PROTECTION COVER
BUSINESS PROTECTION COVER

Certainty and stability allow a business to flourish, and with Business Protection, you can put provisions in place to ensure your company is not compromised should the worst happen to your key employees.

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COMMERCIAL FINANCE
COMMERCIAL FINANCE

Our team are experts in commercial finance and business funding. We find solutions to business finance problems for starts-ups, growing companies and turnaround situations.

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How We Work With You

Committed to working with business owners and private individuals to take care of their financial stability, we work with you to help nurture, safeguard and maintain wealth.

One of the mainstays of our operation is understanding that each of our client’s financial circumstances is unique and pertinent only to them. For this reason, we offer a bespoke service which takes account of each individual nuance and pairs clients with the most appropriate products and services.

What our clients say:

  • Jonathan was recommended to me and now I see why. He is committed to customer service whilst offering clear and detailed advice that allows you to make those important decisions. I enjoy his company and he has helped me move on to the next part of my life. I look forward to keeping the relationship for years to come and would happily recommend Jonathan to any of my friends and family.

    Ron H

  • I had the pleasure of working alongside Jonathan for
    a number of years in a previous role. I would be more than happy to introduce Jonathan to any of my clients. He is conscientious, genuine and most importantly ‘does the right thing’.

    Richard B

Get in touch

Please use our details below or fill out the form and a member of the team will get back to you.

Tel: 01925 918029

Email: info@blithehousefm.co.uk

Address:

18 London Road,
Stockton Heath,
Warrington,
WA4 6HN

Open: Monday - Friday: 9am-5:30pm
Use our online form

Financial services tailored to you