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Peace of mind

Protecting your prosperity

Care and diligence

Honesty and action

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About us

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.


Welcome to Chapelwood

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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Our Services

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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Win a stay at the Ashcroft

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

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

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

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
Chapelwood Financial Planning

Cordes House, Factory Road

Newport, NP20 5FA, UK

T: 01633 213583

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