Chapters Financial Limited's financial planning service process

Financial planning is about the provision and delivery of trusted professional financial advice over time or about a specific need. Examples could be drawing retirement benefits, paying for school fees or using an annual tax allowance. Life, and the changes that it brings, is an evolution and the financial planning strategy that you employ should develop over time to meet your changing needs as they evolve.

Chapters Financial Limited offers a professional financial planning service to meet your evolving needs over your lifetime. In the regulatory changes introduced at the beginning of 2013, Chapters Financial is proud to confirm that it will continue to offer independent financial advice. Established in 2004 (as Churchouse Financial Planning Limited), the team has many decades of experience in delivering bespoke, independent and individual financial advice to clients to help them achieve their long term plans and objectives. Our business has grown significantly since our launch through personal recommendations from clients and professional connections and we believe this is a testament to the high standards of quality that we maintain on a consistent basis.

As an example of our quality standard and as part of our transparent approach, it is important for you to understand what a typical financial planning process from Chapters Financial Limited would involve, and we have detailed this below to outline what you might anticipate, keeping you both in control of decision making and at the heart of our financial planning proposition.

Chapters Financial Limited

We can offer advice to individuals, businesses (SME's) and charities. If you like our traditional service please tell your friends, family and colleagues, we always welcome referrals and these are an important part of our business. We are happy to provide financial advice on a fee basis and this is detailed further in our Terms of Business and Key Facts documents detailed on this website.