Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide.

Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.

Our Team

Peter Bassage

Peter has had a comprehensive career as a qualified Independent Financial Advisor working with a diverse range of clients both here and abroad. Together with brother Ken, they started Chapelwood Financial Planning in 2001. He has an impeccable knowledge of products and performance, and this is a key factor in client results and referrals.

 


Ken Bassage-Morgan

Ken has had a stable career as a qualified mainstream Financial Advisor. Frustrated by the 'house brand' products offered by corporate advisors, Ken became an Independent Financial Advisor, and together with brother Peter, started Chapelwood Financial Planning in 2001. A key feature of Chapelwood is the greater choices they can offer clients.

 




Our In House Team

Chapelwood Financial Planning has a small in-house team of para-planners and administrative staff. This allows Chapelwood to retain an enviable personal touch, but as you’d expect they have full access to an impressive external advisory team.

 

 



Our Process

We start with a comprehensive financial review of your current financial position. This helps to analyse and clearly identify your genuine current and future financial investment and protection requirements. We identify your risk profile and thoroughly research the most suitable options to meet your needs, and present that as a proposal for your approval. Once implemented we monitor and review performance, volatility and charges of portfolios on a quarterly and as needed basis. We routinely place sectors and investments on a 'fund watch' to determine if you should stay with or switch solutions. Clients often say, "I feel someone is genuinely looking after my money with care and due diligence".

Compliance

We are regulated by the Financial Conduct Authority.