Independent Financial Advisers.

Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide.

Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.

We start with a comprehensive financial review of your current financial position. This helps to analyse and clearly identify your genuine current and future financial investment and protection requirements. We identify your risk profile and thoroughly research the most suitable options to meet your needs, and present that as a proposal for your approval.



Once implemented we monitor and review performance, volatility and charges of portfolios on a quarterly and as needed basis. We routinely place sectors and investments on a 'fund watch' to determine if you should stay with or switch solutions.

Clients often say, 

"I feel someone is genuinely looking after my money with care and due diligence".

Our Services.

Financial Planning.

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.

Business Planning.

Many of our clients are busy running successful established family businesses. As a rule, companies require specialist financial planning simply because corporate and tax laws can keep changing.

We provide a comprehensive range of service for businesses. We can work with your accountant ie., cashflow and budgets. We can explain company tax advantages, specialist company pension schemes which can allow you to buy a range of assets including commercial property or share options and show you tax efficient ways to take money from your company that benefit you both now and later.

Estate Planning.

We can offer an integrated approach to Estate Planning and Wills and Trusts. Please note ...Estate Planning services are not authorised or regulated by the FCA.

Performance Monitoring.

We monitor and review your portfolios on a regular basis i.e, quarterly, or as needed. We have an impeccable reputation for closely monitoring and reviewing performance. We routinely check for volatility, performance and charges and where necessary make the appropriate recommendations – importantly as and when needed.

Please note we discover that many of our new clients were in products that were not monitored as closely or at all by their previous planner.

Risk Profiling.

Everyone has a risk profile. We can identify and review your risk profile, your current financial circumstances and your capacity for loss and then carefully present options that you will feel most comfortable with. Our advice ultimately will consider this combination of elements most carefully.

For your success we feel it’s important that you fully understand your attitudes to risk.

Our Process.

Chapelwood Financial Planning identify key areas for protection. In all cases we carefully review your current and future financial circumstances, identify the most key financial needs and areas for planning and protection, present a personally relevant range of choices and implement the preferred option. We then monitor and review performance, volatility and charges on a regular basis.

In addition we’ve found three things that ensure you get the best results:

You must be honest and open with us. We have developed a confidential process to ensure that you can tell us exactly what your current situation is right now. You need to be clear about what you expect and want. Our process is designed to clearly identify your genuine needs and priorities going forward. You need to take action. If we have done our job properly you will be more than confident to implement the appropriate strategy.

Our Company Registration Number is 04157516 and we are Authorised and Regulated by the Financial Conduct Authority (FCA) No. 196672