Chapelwood Financial Planning was established in 2001, by brothers Peter Bassage and Ken Bassage-Morgan. We have a team of six, and are based in Newport, Wales. We look after clients UK wide.
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Chapelwood Financial Planning specialise in the combination of financial planning with wills and trusts, and is known for the results that our clients achieve UK wide.
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Chapelwood offer a comprehensive range of products, services and processes including a full financial review and performance monitoring, all fully supported by our advisory team.
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Prize include a 3-night stay for two in our Skylight Suite overlooking the ocean, free traditional breakfast each morning and two beach-cruiser bikes.
We have been ‘clients’ of Chapelwood for more than twelve years. 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. Mr & Mrs P Powis - Trelleck
We have been ‘clients’ of Chapelwood for more than twelve years. 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.
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. Lt Col. A B Jackson - Catterick
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.
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. Mr & Mrs D Stroud - Lancashire
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.
I first contacted Mr Ken Bassage-Morgan about ten years ago on recommendation. 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 to date. Mr D Morgan - Newport
I first contacted Mr Ken Bassage-Morgan about ten years ago on recommendation. 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 to date.
Cordes House, Factory Road
Newport, NP20 5FA, UK
T: 01633 213583