Chapelwood Financial Planning have identified four types of clients that we typically work with:
Whether you are investing for protection, growth and/or income our aim is to ensure that you have the best range of choices and the best possible advice when planning your financial future; and that you totally understand how that plan will help meet your needs and reach your goals.
Many of our clients are busy running successful established family businesses. As a rule, companies require specialist financial planning simply because corporate and tax laws can keep changing.
We provide a comprehensive range of service for businesses. We can work with your accountant ie., cashflow and budgets. We can explain company tax advantages, specialist company pension schemes which can allow you to buy a range of assets including commercial property or share options and show you tax efficient ways to take money from your company that benefit you both now and later.
Transferring to a different site the content and services are not authorised or regulated by the FCA.
We can offer an integrated approach to Estate Planning and Wills and Trusts. Clicking here will transfer you to our
Estates, Wills and Trusts website.
We monitor and review your portfolios on a regular basis i.e, quarterly, or as needed. We have an impeccable reputation for closely monitoring and reviewing performance. We routinely check for volatility, performance and charges and where necessary make the appropriate recommendations – importantly as and when needed.
Please note we discover that many of our new clients were in products that were not monitored as closely or at all by their previous planner.
Everyone has a risk profile. We can identify and review your risk profile, your current financial circumstances and your capacity for loss and then carefully present options that you will feel most comfortable with. Our advice ultimately will consider this combination of elements most carefully.
For your success we feel it’s important that you fully understand your attitudes to risk.
In most cases our clients have either £50,000 - £250,000, £500,000 - £1 million, and £1 million or more to invest.
Client surveys consistently refer to our process of identifying their needs, carefully monitoring their performance, and staying in touch.
This has resulted in satisfied, long-term client relationships.
Most of our new clients come through referrals from existing clients, because they are delighted with the results they are getting and the relationship that develops through our process.
If you would like to arrange a time to chat, please call Peter or Ken on 01633 231 583 or complete our secure Contact form.
Lt Col. A B Jackson - Catterick
Mr & Mrs D Stroud - Lancashire
Mr & Mrs P Powis - Trelleck
Mr D Morgan - Newport
COMPANY
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