At Chapelwood Financial Planning our aim is to ensure that you have the best possible advice when planning your financial future. We aim to offer you a better understanding of the complexities of personal financial planning. We offer advice for Investing for growth and/or income through Unit Trusts, Bonds, Offshore Funds and Stocks and Shares.

financial review

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.

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retirement

People approaching retirement today face very different challenges to their parents.   Many people find just managing their pension funds day-to-day is a challenge.  With expert advice and preparation you can maintain your standard of living into retirement.  Whether you are at the start or the end of your working life, we can provide specialist advice.  It is never too early, or too late, to make sure you are in the best possible financial situation in your later years.

 


protection

Nobody really wants to think about dying or suffering a long term sickness, but life is full of unexpected events and protecting your family from these events is one of the most important financial decisions you can make.  We provide specialist advice to ensure that you and your family can remain financially independent should the worst happen, providing an income or a lump sum when you need it most.




investment

Our aim is to help you make smart decisions about your money and ultimately to reap the rewards of a successful investment experience.  We will ensure that our recommendations bring your existing portfolio into line with your objectives and your appetite for investment risk; then comprehensively report to you on the progress.   With so many options available, we are able to guide you through the investment maze providing sound advice and of course peace of mind.