Our Team

Mark Bird BSc (Hons) FPFS - Managing Director, Chartered Financial Planner and Fellow of the Personal Finance Society

Mark began his career in Financial Services in 1992 and spent three years with Prudential in Aberystwyth, training and studying to become a financial adviser. He then worked for ten years as a specialist wealth adviser with Friends Provident. Mark holds a BSc (Combined Honours) degree in Business and Languages, the Advanced Diploma in Financial Planning, Chartered Financial Planner status and is a Fellow of the Chartered Insurance Institute. Originally from the Wirral, Mark is a family man with two children and a keen fan of both rugby and football. Having lived in Heswall, Greasby, Wallasey, Shrewsbury, North Wales and Chester, Mark looks after many clients in Cheshire, Shropshire, North Wales and Merseyside. He also looks after a growing number of clients in London.

Dan Tudor-Owen BSc (Hons) FPFS - Chartered Financial Planner and Fellow of the Personal Finance Society

Dan began his career in the financial services in 2016 as a Graduate Trainee Financial Adviser. In addition to a BSc in Criminology, he holds the Advanced Diploma in Financial Planning, Chartered Financial Planner status and is a Fellow of the Personal Finance Society. Living in North Wales, Dan spends his spare time playing sports and in 2019 completed an Ironman Triathlon. Many of Dan's clients are based in Wrexham, Mold, Llangollen, Welshpool, Aberystwyth, Denbigh, Conwy, Llandudno, Colwyn Bay, Rhos on Sea, Bangor, Oswestry, Whitchurch, Tarporley, Tattenhall, Winsford, Nantwich and Crewe.

Richard Pierce BA (Hons) DipPFS - Independent Financial Adviser

Richard began his career as an Account Manager in the Manufacturing Industry, gaining a wealth of technical sales experience across Europe in a wide range of industries. Building on this knowledge, as well having a BA Degree in Business and French (including the study of economics and statistics), he made the natural transition to Financial Services in 2009. Richard initially spent four years with a Chartered Financial Adviser company in Chester, training and qualifying as a Financial Adviser with the Diploma in Financial Planning. Originally from the Wirral, Richard lives in Chester and enjoys outdoor activities such as hiking, cycling and skiing. Many of Richard's clients are based in Caldy, West Kirby, Hoylake, Meols, Irby, Pensby, Birkenhead, Liverpool, Helsby, Frodsham, Altrincham, Hale, Knutsford, Alderley Edge, Warrington, Lymm, Wilmslow and Manchester.

Andrea Bird BSc (Hons) - Director and Business Development Manager

Andrea has worked in senior marketing positions for over sixteen years. Fluent in French and German, she brings with her a wealth of experience from her time working with blue-chip giants spanning the aerospace, retail and financial sectors. As co-founder of Chester Financial Wealth Management, Andrea is responsible for client communications, public relations and marketing.

Nina Pritchard BA (Hons) - Administrative Assistant

Nina began working in Financial Services in 2014, following 16 years with HMRC as a Compliance Support Officer. Having completed the Certificate in Financial Planning qualification, Nina is now focusing on achieving Diploma status. A key member of our team, Nina is the first point of contact at our Chester office and ensures that the office runs smoothly, taking pride in helping to provide our clients with an efficient, thorough and quality service. In her leisure time, Nina enjoys films, the theatre, quizzes and running.

Jordan Bird – Head of Information Technology and Services

Jordan has invaluable technical knowledge and expertise that ensure the effective operation of our organisation. Jordan continually identifies efficiencies and technological advancements that support the ongoing success of the company.