CHAPELWOOD FINANCIAL PLANNING LIMITED

Independent Financial Advisers

THE BUSINESS APPROACH

If you are in business on your own account, you may very well face a problem unique to the independent business community. Because of the success generated by your enterprise and your endeavour, you simply do not have the time to look after your own personal financial affairs. Don’t worry. This problem is shared by many thousands of people throughout the country.

THE MISSION STATEMENT

Chapelwood Financial Planning Limited aim to provide:

“A specialist professional advisory service, the sole aim of which is to study and create new opportunities and new ways of improving the personal financial prospects of the entrepreneurs who form the business community today”.

THE BUSINESS PLAN

At Chapelwood Financial Planning Limited, we believe strongly that sound advice can only be given by someone with a grasp of all material information. That is why we have put together a highly effective team of directors and advisers from backgrounds as varied as investment management, tax planning, life assurance, pensions and corporate finance. This ensures that you have personal advisers who can deal, on your behalf, with every aspect of financial planning for private investors and companies on an ongoing basis.

The principle aim is to provide financial investment and tax planning advice for those successful business people who have neither the time available, nor the ready knowledge, to deal with this important area on their own.

In today’s fast moving world, it is difficult to run a business whilst simultaneously managing your own life successfully. Indeed, the demands are such that many people find it impossible. So, a thriving business making good profits is not necessarily the passport to financial security.

The services offered by Chapelwood Financial Planning Limited are designed to create the optimum balance between wealth in your business and wealth in your private life. We also seek to ensure that you retain sufficient flexibility to create more wealth in one area without causing irrevocable harm to the pursuit of wealth in the other area.

In recent years financial organizations have been expanding their range of services for private investors and companies at an unprecedented rate. Yet paradoxically, most people still find that they need to deal with various companies and advisers to cover all their requirements.

The disadvantage of using different organizations is that there is rarely one single person who can make an unbiased assessment of the whole situation. Different parties can therefore, very often finish up working at cross purposes, to your detriment.

METHOD

The sole objective of our advice is always the achievement of personal financial independence for you without, of course, jeopardizing your business or your right, to retain a full working involvement in it. This sought after status – ‘financial independence’ – may be achieved in one or more of several ways. It is important to realize that it will inevitably involve a careful examination of the way money is transferred from the business to you and the degree of flexibility you need in being able to return capital to your business, should it ever be required.

It may also need an examination of how this money is to be generated in the business in the first place. The generation of personal wealth outside of business is, we believe, an essential business overhead which , more often than not, is overlooked by businessmen and women at large.