Real Wealth Partners now has a presence in Altrincham, bringing independent financial planning to individuals, families, business owners, entrepreneurs and professionals across Altrincham, Cheshire and South Manchester.
Our Altrincham office continues the work of Entire FS, whose founders Jeff Lewtas and Glyn Bottomley, working alongside Dave Watson, have spent over 15 years building trusted relationships with clients across the Altrincham, Cheshire and South Manchester area. Following the acquisition on 2 September 2026, the business is now Real Wealth Partners (EFS) Ltd — same team, same faces, same commitment to clear, personal advice – now joined by Joao Nogueira, Pier Rogers and John White, bringing the wider resources, technology and specialist expertise of Real Wealth Partners to clients across the region.
Cheshire and South Manchester form one of the country’s most concentrated communities of business owners, entrepreneurs and senior professionals. Many clients have wealth tied up in a business, in property, or in a mix of pensions and investments built up over a career, and need a plan that brings those pieces together as circumstances — and ambitions — change. Our approach combines the convenience of modern financial planning technology with something Jeff, Glyn and the team have always believed in: the value of sitting down, face to face, with someone who knows you and your circumstances well.
Financial planning centred on what matters to you
A financial plan should help you understand not only what you own, but what your wealth can enable you to do. We begin by understanding your circumstances, responsibilities and ambitions, then bring your pensions, investments, income, property, business interests and protection arrangements together into one coherent picture. The objective is not to make your financial life more complicated – it is to make it clearer.
A local financial planning presence in Altrincham, Cheshire and South Manchester
Altrincham provides a natural base for clients across Cheshire and South Manchester, including Hale, Bowdon, Sale, Wilmslow, Knutsford, Timperley and the surrounding area. Jeff Lewtas and Glyn Bottomley, along with Dave Watson have built their reputation serving this community for over 15 years, and that local knowledge — of the area, and of the people in it — now sits alongside the wider expertise of Joao Nogueira, Pier Rogers and John White.
The local economy combines established family businesses, professional services, entrepreneurs and a strong base of senior executives and business owners. Many clients hold wealth across a business, property and investments, and need a plan that reflects all of it, not just the parts that are easiest to see. Clients can continue to meet face to face in Altrincham, while also using online meetings where that’s more convenient.
Formerly Entire FS — now part of Real Wealth Partners
If you were a client of Entire FS, nothing changes about the relationship you already have. Jeff Lewtas, Glyn Bottomley and Dave Watson remain your point of contact, and the advice you receive continues to be built around your circumstances and goals in exactly the way it always has been.
What has changed is the name — Entire FS is now Real Wealth Partners (EFS) Ltd — and the support behind the scenes: a larger local team (Joao Nogueira, Pier Rogers and John White now support clients across the region alongside Jeff, Glyn and Dave, broader investment and technology resources, and the wider expertise of Real Wealth Partners’ offices in Manchester, Ambleside and Taunton, all available to you if and when it’s useful.
Financial planning for Altrincham and Cheshire business owners
Business Owners & Entrepreneurs
Cheshire and South Manchester are home to a large and active community of business owners and entrepreneurs. For many, the line between personal and business wealth isn’t clear-cut — the business may provide current income, represent a large share of family wealth, and ultimately fund retirement.
We help business owners think through how much wealth should be built outside the business, pension funding, business protection, succession, sale preparation, and how to invest or use the proceeds of a sale. These conversations are usually most valuable when they start well ahead of an intended exit.
Senior Professionals & Executives
Financial planning for professionals and senior executives.
Many clients across Altrincham and South Manchester are senior professionals or executives with a mix of salary, bonus, share schemes, pensions and other benefits to coordinate.
We help bring these together into a clear plan, covering pension and retirement planning, tax-efficient investing, protection and long-term financial independence. So, decisions about your career and your finances can be made with confidence
Family Wealth & Multi-Generational Planning
Supporting families across generations.
Many financial decisions are family decisions — helping children onto the property ladder, supporting grandchildren, or passing on a business or property in a way that’s fair and tax-efficient.
We help families understand what’s affordable and model how gifts, retirement dates or changes in income could affect long-term security for everyone involved.
Retirement Planning
Planning for retirement in Cheshire and South Manchester
Whether retirement is a long way off or close at hand, we help clients understand whether their desired retirement is affordable, when to access pensions and investments, how to create a sustainable income, and how to balance financial security with enjoying the wealth they’ve built.
Meet our Altrincham financial planning team
Jeff Lewtas
Financial Planner
Jeff has over 40 years’ experience in financial services, having run his own independent financial planning firm since 2003 before co-founding Entire FS.
He has spent 23 years advising individuals, families and business owners across Altrincham, Cheshire and South Manchester on pensions, investments and financial planning. Jeff believes in building relationships based on mutual trust and respect and these values are at the core of his work with all his clients.
Glyn Bottomley
Financial Planner
Glyn has worked in financial services since 2004. He works with individuals, families and business owners across Altrincham, Cheshire, South Manchester and the wider North West, helping them make informed decisions about pensions, investments, retirement and their wider financial plans. His experience also covers personal and business protection.
Having owned businesses himself, Glyn understands how closely personal and business finances are connected, and he takes a whole-picture approach to financial planning. He places particular importance on intergenerational planning, on making complex financial decisions easier to understand, and on building long-term relationships with clients and their families that give them confidence about their financial future.
Dave Watson
Independent Financial Adviser
Dave has more than 30 years’ experience in financial services and works with individuals and families across Altrincham, Cheshire and South Manchester. His financial planning advice covers pensions, investments, retirement planning and helping clients bring different aspects of their finances together into a clear long-term plan.
Dave places particular importance on understanding what matters to each client, providing personalised advice and building trusted relationships that develop over many years.
João Nogueira
Financial Planner
João supports professionals, entrepreneurs and business owners whose financial lives often sit at the intersection of career, business, family and personal ambition.
His work focuses on helping clients understand their choices and bringing pensions, investments, protection, tax planning and long-term objectives together into a practical plan.
Piers Rogers
Financial Planner
Piers supports clients across Manchester, Cheshire and the wider North West. He has particular experience advising professionals, including those working within the medical sector, and is expanding his focus to support technology professionals and business owners across the UK.
Piers believes technology should strengthen rather than replace the relationship between a client and their financial planner.
John White
Managing Director and Financial Planner
As Managing Director, John plays a central role in shaping Real Wealth’s financial planning standards, ensuring clients receive thoughtful, personal advice supported by robust governance and modern technology.
John works with individuals, families, professionals and business owners who want greater clarity and confidence about their financial future. His approach is centred on understanding what matters most to each client and bringing pensions, investments, protection, tax planning and long-term cashflow together into one coherent plan.
Our financial planning services in Altrincham
Frequently asked questions
Are you the same team as Entire FS?
Yes. Entire FS joined Real Wealth Partners on 2 September 2026 and is now Real Wealth Partners (EFS) Ltd. Jeff Lewtas, Glyn Bottomley and Dave Watson remain your advisers, now supported by a wider local team — Joao Nogueira, Pier Rogers and John White — plus the technology and resources of Real Wealth Partners.
Do you still offer mortgage or equity release advice?
No. Real Wealth Partners focuses on financial planning, investments, retirement and protection planning, and no longer offers mortgage or equity release advice. If you need help with a mortgage, please get in touch and we’ll be happy to point you toward a specialist adviser.
Which areas does your Altrincham office cover?
We support clients across Altrincham, Hale, Bowdon, Sale, Wilmslow, Knutsford, Bramhall and the wider Cheshire and South Manchester area.
Do you provide face-to-face financial advice?
Yes. Jeff, Glyn and the team have always placed particular importance on face-to-face relationships, and continue to offer this, supported by secure digital technology and online meetings where that’s more convenient.
Can you help business owners plan for a sale or succession?
Yes. We help business owners understand how much wealth to build outside the business, pension funding, succession planning, and how to invest or use sale proceeds — ideally starting several years before an intended exit.
Are you independent financial advisers in Altrincham?
Yes. Real Wealth Partners is an independent financial planning and advice (IFA) firm. As independent advisers, we are not tied to any bank, insurer or investment provider — we recommend solutions from across the market, built around your goals and circumstances.
What’s the difference between financial planning and wealth management?
Financial planning is about helping you make confident financial decisions throughout your life — bringing together pensions, investments, retirement planning, tax planning, protection and estate planning into one joined-up strategy. Wealth management usually refers to the ongoing management of investments. At Real Wealth, our Altrincham financial planners combine comprehensive financial planning with independent wealth management, so your investment strategy supports your wider goals.
Talk to our Altrincham financial planning team
Whether you’re a long-standing Entire FS client or new to Real Wealth Partners, Jeff, Glyn and the team are here to help you build a clear plan for your business, your family and your future.
Arrange an initial conversation with our Altrincham team:
