With an experienced team dedicated to independent financial advice , Chapters Financial Limited offer a range of tailored independent financial advice and investment services to individuals, businesses and charities in the Guildford area.
Have you reviewed your finances recently?
The aspirations and objectives you had when you first started considering your financial planning and wealth management may very well have changed over the years. Are your pensions, savings and investments still in tune with your needs?
Located in the High Street Guildford, Chapters Financial Limited is dedicated to meeting your wealth management needs, both now and in the future.
With an experienced team dedicated to Financial Advice committed to offering bespoke, expert financial advice to individuals, businesses and charitable organisations in the area.
Chapters Financial Limited specialises in:
· General Financial Planning
· Pension and Retirement Planning
· Investments
· Insurance
· Private Wealth Management
· Tax Planning
· Inheritance Tax Planning
· Business Services - Company and Keyman Protection, Health Protection, Pension Planning, National Employers Savings Trusts (NEST), Pension Property Purchase
· Investment Planning for Charitable Trusts
We offer a free, 1 hour initial consultation to discuss your needs; thereafter, we are happy to work on a commission or fee basis, or a combination of the two.
Why Choose Us?
Established in Guildford in 2004 by chartered financial planner, Keith Churchouse and business partner, Esther Dadswell, Chapters Financial Limited has over 24 years experience in the financial services industry.
As independent financial advisors, we are able to search the whole of market to offer a bespoke, tailored service that meets your individual circumstances.
Whether you are an individual, local business or charity, looking for advice regarding overall financial planning, reviewing your existing arrangements or creating a new financial plan that suits your needs, Chapters Financial Limited is 100% committed to offering the best possible advice, support and service.
Contact Us
Please call Chapters Financial Limited on 01483 578 800 for more information and to arrange a free initial consultation at our Guildford office:
First Floor
Hadleigh House
232 High Street
Guildford
Surrey GU1 3JF
Please remember to mention The Best of Guildford when contacting local financial advisors, Chapters Financial Limited for independent financial advice.
Chapters Financial Limited is authorised and regulated by the Financial Services Authority
© The Best of Guildford