The Chapman Partnership - offering Financial Guidance, Newark, Southwell
Making Money Make Sense!
Get on top of your savings, investments and retirement plans with Making Money Make Sense financial advice in Newark
Making Money Make Sense provides clear, sound financial advice for small businesses in Newark and the surrounding areas.
Time to get organised..............Financial Guidance in Southwell and Newark area.
Our aim is to help business owners make intelligent decisions about their investments and pension plans, how to protect their family's financial position, setting up wills and estate planning.
We do this by listening and understanding your situation and your aspirations for yourself and your family and then carefully discussing how they might be met. We go over the options and help you to choose.
We then explain where you can go for more information and advice as not all clients need further service. Our follow-up reports are in writing and can be passed to your own advisers or we can help you choose an adviser to implement any actions.
However, as many clients do not want to be bothered with the day to day management of their affairs we offer an implementation and management service through an associate company with regular reporting and reviews, for those who want it.
This is a fee-based service and its aim is to provide you with an independent review so that your money starts to make sense to you and you can then choose what to do next.
Making YOUR Money Make Sense
Why not try our 'taster' service for business owners and others who want to get on top of their financial planning and make their financial planning work towards their goals.
For a one-off £97, Making Money Make Sense will:
Review your paperwork (savings and investment plans, life assurance and pension plans)
Provide up-to-date values, review the charges you are paying, and the potential risk against potential growth
Explain the available options so you can decide whether to revise your investments
Summarise our findings, providing you with a written record with guidance for future action
This fee-based local service for the Newark and Southwell area is run by Martin Chapman to help people make intelligent decisions about their planning.
With more than 25 years' experience in the financial services industry, Martin has extensive knowledge on investment and flexible pension planning. He has worked with companies and individuals, as well as assisting trustees of final salary pension schemes. With a reputation for making tricky subjects simple and clear, Martin has run retirement courses and has featured as a guest expert on local radio and in the media.
To get your finances in order, telephone Martin Chapman at Making Your Money Make Sense on Newark 01636 609864 or by calling him directly on 07767 450097.
Please mention The Best of Newark when calling.