"I have been a client of Chapelwood since the firm’s inception, having already been advised by Ken prior to that. Throughout that time I have been thoroughly impressed with the consistently excellent service that I have received.

This plaudit applies not only to the value of the actual financial planning advice that I have been given – it goes without saying that this has always been astute, pragmatic and planned around high quality products. For me, it also applies to the informative, effective way in which that advice has been articulated, the high degree of personal attention involved on the firm’s behalf and the bespoke nature of the financial planning given to the individual client. I feel strongly that Chapelwood’s success in maintaining a close relationship of this nature with their clients engenders a strong degree of client loyalty and promotes a high level of trust in their competence and capability.

Throughout a decade plus of my association with Chapelwood which, along with the more standard life-milestones of bereavement, children and property purchase has, for me, also involved some more unusual challenges - such as extended periods of family living in remote areas overseas, combat tours of Iraq or Afghanistan and recovery from life-threatening spinal injury – their support has been constant; it would be difficult to over-estimate the degree of confidence, security and stability which my experience of the firm has instilled in me as a client."

Lt Col A B Jackson PARA and Mrs K Jackson, Catterick

"We have been ‘clients’ of Chapelwood and, in particular, of Peter Bassage for more than twelve years. I am disinclined, and do not have the knowledge, to manage my own money, and Peter has been a tower of strength for me; he has advised and managed our investments and his advice has always been in our best interests, balancing safety and risk in the right proportions for us. He has helped us in decisions over property sales, purchase and interim loans, and everything has worked well. Our assets have grown, despite having taken income from them, and we feel very secure (even in the current financial turmoil) with Peter’s and Chapelwood’s backing and in the knowledge that there is expert advice and help at the end of the phone and, from time to time, over a friendly cup of coffee. His response to a cry for help has always been instantaneous and decisive. We even send him a postcard from France, blaming our gastronomic excesses on him. I would recommend Chapelwood to anyone."

Mr and Mrs P Powis, Trelleck

"I first contacted Mr Ken Bassage-Morgan about ten years ago on recommendation. I was experiencing a rather difficult time during a very acrimonious divorce, was considering selling my pharmacy business, and had to purchase a new property for myself.

I became a client of the firm and received concrete advice concerning business sale, asset advice and also mortgage advice for a new house. I was very pleased with the sympathetic advice that I received at the time and suffice it to say I have remained with the firm forthwith and to date. I was always under the impression that the sign of a sincere IFA was not to hide away during hard financial times such as the present but to remain in contact with ones clients to assure them that eventually things would improve and maybe to consider various alternative options. I have found this to be the case with Mr Bassage-Morgan on both counts. I would also like to say that Ken has also been very helpful with another family member who has had a bereavement and needed financial advice on house sale, investments and planning for the future."

Mr D R Morgan, Newport

"We have been clients of both Chapelwood Financial Planning and of Ken Bassage-Morgan for 9 years, and we are extremely happy to pay testimony to the professional and reliable service we have received throughout this time. It is a pleasure to deal with someone with Ken’s knowledge, credibility and the ability to communicate the intricacies of various financial products in ‘plain English’ so that you always know exactly what is being proposed and are therefore able to make appropriate and informed decisions.

Ken provides a very personal and tailored level of service and has demonstrated a high level of understanding of our circumstances and requirements as they have changed/developed over the years. His integrity in all of our dealings has earned our total trust in both Ken as a person and in the financial planning advice he provides."

Mr and Mrs D Stroud, Lancashire