Examples could be drawing retirement benefits, paying for school fees or using an annual tax allowance. Life, and the changes that it brings, is an evolution and the financial planning strategy that you employ should develop over time to meet your changing needs.
Chapters Financial Limited is proud to offer an independent, professional financial planning service to meet your evolving needs over your lifetime. Established in 2004, the team has decades of experience in delivering bespoke, independent and individual financial advice to clients to help them achieve their long term plans and objectives. Our business has grown significantly since our launch through personal recommendations from clients and professional connections and we believe this is a testament to the high standards of quality that we maintain on a consistent basis.
As an example of our quality standard and as part of our transparent approach, it is important for you to understand what a typical financial planning process from Chapters Financial Limited would involve, and we have detailed this below to outline what you might anticipate, keeping you both in control of decision making and at the heart of our financial planning proposition.
Please note that our process can be individually tailored to your ongoing financial planning requirements.
We charge fees for our advice service.
We reserve the right to decline service at the enquiry stage if appropriate.
Terms of Business and Client Agreement
Once your initial planning is established, it is important to regularly review your financial plans as both your life and your wealth evolves, making adjustments and changes to your planning to reflect your developing aspirations, needs and wealth. Please see our Terms of Business and Client Agreement on this website that details our charges.
The team at Chapters Financial looks forward to working with you into the future.
Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority