Clear and tailored Solutions
All major financial decisions should be taken in the context of an overall financial plan without creating unnecessary risk.
From creating wealth and retirement income for future generations, peace of mind for the future is essential. With proven experience and invaluable connections our advisory team get a detailed insight into your wealth to ensure that your future lives up to your expectations.
From assessment to delivery and implementation, your financial plan has two primary objectives. Firstly, to assess your current lifestyle and how this impacts on your financial wellbeing so that we can create a plan for your future journey to see if your current goals and objectives are achievable. This is followed by identifying any shortfalls in provisions needed to achieve your objectives and to provide recommendations to tailor your finances in order to achieve your unique goals
Wealth Blueprint
Wealth Blueprint
Chancery Wall Financial Services articulate clear and tailored recommendations – from investments to retirement planning, protection and estate planning – designed to realise your objectives both now and in the future, working with you to understand every aspect of your wealth, your unique circumstances and risk appetite, in keeping with your lifestyle, needs and objectives.
Wealth management & financial planning
Wealth management & financial planning
We believe that all major financial decisions should be taken in the context of an overall financial blueprint. To make decisions about any of the major events in isolation can create unnecessary risk. From ensuring the longevity of your investments and retirement income to preserving your wealth for future generations, we understand that peace of mind for the future is essential. With proven experience and invaluable connections, our advisors draw on detailed insight into your wealth to ensure that your future lives up to your expectations.
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Investment Planning
Investment Planning
We provide a broad range of investment advice that includes Individual Savings Accounts, General Investment Accounts and more tailored solutions. We make our recommendations based on the most appropriate product providers we work with to enable you to meet your objectives. As part of the advisory process, we’ll also assess your appetite for risk and capacity for loss as part of any investment advice. Our service takes into account all your financial needs, from wealth planning to investing.
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Pension & Retirement Planning
Pension & Retirement Planning
Our advisors will support you in creating a retirement portfolio that aims to deliver the returns you expect, all in line with your financial plan and risk tolerance. This includes advice on pension release, flexi-drawdown and annuities. We also offer advice on SIPPs, SSASs and commercial property purchase through either of these vehicles.
Whether you are just beginning to save for retirement, have multiple pensions you’d like to consolidate, or you’d to discuss and check that your current plans are on track, why not take advantage of our pension review service. It’s your journey, but let us help you to get there.
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Whether you are just beginning to save for retirement, have multiple pensions you’d like to consolidate, or you’d to discuss and check that your current plans are on track, why not take advantage of our pension review service. It’s your journey, but let us help you to get there.
Financial Protection
Financial Protection
It’s not easy to think about how you would secure your family’s future if the unfortunate were to happen. But successful wealth planning prepares for every possibility. We offer advice that includes life assurance, critical illness cover, income protection and business protection.
Taking into account your financial planning goals, our advisers will work with you to understand your individual circumstances and tailor a protection solution to suit your needs.
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Taking into account your financial planning goals, our advisers will work with you to understand your individual circumstances and tailor a protection solution to suit your needs.
Wills & Power of Attorney
Wills & Power of Attorney
Why You Should Make a Will - It’s never too early but often too late!
Families are by their nature diverse, with priorities that change over time. We are qualified to take instructions and arrange for Wills to be written following our discussions. We can also provide guidance on registering a Power of Attorney to assist in both financial and health matters in the event of a client losing mental capacity.
Estate, Trust Planning and the provision of Wills are not regulated by the Financial Conduct Authority.
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Families are by their nature diverse, with priorities that change over time. We are qualified to take instructions and arrange for Wills to be written following our discussions. We can also provide guidance on registering a Power of Attorney to assist in both financial and health matters in the event of a client losing mental capacity.
Estate, Trust Planning and the provision of Wills are not regulated by the Financial Conduct Authority.
Estate Planning
Estate Planning
Preserving your wealth for future Generations
You want to give your loved ones access to the best opportunities in life. But you also understand that the challenges you faced helped to get you where you are. How do you leave a legacy which serves their best interests? We can provide recommendations to manage your financial legacy in a tax-efficient way, in line with your overall financial plan.
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You want to give your loved ones access to the best opportunities in life. But you also understand that the challenges you faced helped to get you where you are. How do you leave a legacy which serves their best interests? We can provide recommendations to manage your financial legacy in a tax-efficient way, in line with your overall financial plan.
Commercial Loans
Commercial Loans
There are many commercial loan options – we specialise in finding the right one for your business. It may be sourcing short-term lending, a business expansion loan or funding for a new business. We will explain and explore all options, whether it is a bridging loan, secured commercial loan, unsecured business loan, bad credit loan or you need property development finance. It must be right for your business, and right at the time.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE MOST FORMS OF COMMERCIAL MORTGAGE AND MOST FORMS OF BUY TO LET MORTGAGE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE MOST FORMS OF COMMERCIAL MORTGAGE AND MOST FORMS OF BUY TO LET MORTGAGE.
Mortgage Services
Mortgage Services
Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements?
We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish the most appropriate mortgage solution for you.
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We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish the most appropriate mortgage solution for you.
Equity Release
Equity Release
We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we’d like to do once we’ve retired. If you're facing a pension shortfall or need to meet an unexpected expense, equity release may be an option to consider. It allows you to unlock some of the wealth you've accumulated in your property without having to move. But before you consider taking this option, it is very important that you obtain professional financial advice.
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General Insurance
General Insurance
This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace. It may also be the case that a property may be underinsured, due to decoration, extension or the increase in house prices.
In addition to home insurance, we can also provide access to cover for accident, sickness and unemployment.
In addition to home insurance, we can also provide access to cover for accident, sickness and unemployment.
Auxiliary Services
Auxiliary Services
We’re committed to working with solicitors, tax advisors, accountants and trust companies to help serve the needs of our clients where you may have more complex issues in relation to trusts, Wills or Power of Attorney – we liaise with you through the entire process.
Fees & Services
The fees for our services are broken down into three categories:
Initial advice fees
Implementation fees
Ongoing advice & servicing fees
To find out more or to arrange an initial free consultation meeting:
WHATEVER STAGE OF LIFE YOU'RE AT
Contact us to arrange an initial complimentary consultation meeting.
