Elizabeth Bird

Spear’s Review

Elizabeth Bird works with clients in Manchester and the prosperous area to the south, using her more than 15 years of experience to provide advice through her firm Chronos Wealth Management, part of St. James’s Place.

Asked about her approach to her clients, she said: ‘I look after quite a lot of business owners and also inherited wealth. What I find is when clients haven’t had that much experience in dealing with a wealth manager, they almost don’t know what to expect from that relationship.

‘So we explore their personal and financial situations, what their experience has been of dealing with professionals in the industry – accountants, lawyers, wealth management, banks – and then what they want.’

Adviser Profile

Elizabeth Bird set up Chronos Wealth Management in 2017 after a 15-year career as an adviser within the UK’s leading private banks. Originally based in the City of London, she headed back home to Cheshire; assisting in the set-up of UBS Wealth Management to advise a number of North West high-profile business owners and families.

Over her 20-year career, Elizabeth has specialised in studying the individual needs of High Net Worth families and the specific issues that significant wealth can create.

“As both a successful business owner and mother, I understand the importance of safeguarding family wealth for the next generation; in particular helping younger people understand how family wealth is both respected and sustained.”

Elizabeth’s Mathematical degree from Oxford University sparked her interest in financial modelling and behavioural finance; both of which play a pivotal role in the ongoing advice that she provides.

“My mission is to help my clients understand the successful blend of conventional economics and finance, with the psychology behind how our minds can help or hinder our investment success. With this knowledge together we build them a robust financial plan and help them stay on track.”

However, at the crux of Chronos is a dedication to providing the highest level of client service, and Elizabeth has hand-picked a team who have dealt with High Net Worth families for decades and understand the challenges of running complex financial structures.

“I am passionate about the detail. We are constantly improving the client journey as the financial world continues to evolve at a fast pace. If we can tweak our client offering to make it just that little bit easier and more efficient to manage your financial affairs from day to day, we will!”