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Chapters Financial Limited

Chartered Financial Planners/ Independent Financial Advisers (IFA) offering financial planning and advice for Individuals & SME´s. Authorised and regulated by the Financial Conduct Authority, 402899

Financial planning is not about selling a product, it is about you as an individual/business, your needs and your life aspirations, both now and into the future. Overall, financial planning is about why you are motivated to create your life story and what you want to achieve on the way in each chapter.

Why use Chapters Financial? We have great belief in the benefits of our planning proposition, its' delivery and outcomes to meet your future goals as we progress through the pages of your life.

We are Chartered Financial Planners and Independent Financial Advisers (IFA) offering bespoke financial planning and advice for Individuals, Businesses (SME's), Trustees and Charitable Trusts. Serving Surrey from our Guildford and Woking offices, we specialise in financial planning advice on:

  • Pension and Retirement Planning
  • Auto-Enrolment / Workplace Pensions for Employers/Business
  • Self-Invested Personal Pensions (SIPPs)
  • Pensions in Divorce
  • Investments
  • Insurance, including Life, Health and Private Medical Insurance
  • Private Wealth Management
  • Long Term Care
  • Inheritance Tax Planning and overall Financial Planning

This is not an exhaustive list and, as a company, we were delighted to receive British Standards Certification for BS8577 in late Summer 2013 that recognises the consistently high standards that we apply to the delivery of financial planning advice to our clients and enquirers.

Call the team at Chapters Financial Limited on 01483 330800 or email [email protected]

Authorised and regulated by the Financial Conduct Authority, Number 402899.

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