Find an Independent or Restricted Financial Adviser

Creating, managing and protecting your wealth the intelligent way

Clear, financial advice with one goal: helping you make the most of your money and your future.

We are a highly approachable team of experienced Independent Financial Advisers who can provide advice on various matters in a friendly, professional and efficient manner.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

Chapel Wealth Management has been providing financial advice for over 25 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

We are committed to providing comprehensive financial planning and advisory services tailored to the unique needs of our clients. With a strong foundation built on the core values of integrity, excellence, and client-centric service.

Hello, thank you for getting in touch. I would be pleased to help you with your enquiry. I provide FCA authorised financial advice focused on retirement and investment planning. All consultations are free, informal and without any obligation.

A dedicated Independent Financial Adviser who places his clients’ interests at the centre of every decision. James believes that truly valuable advice begins with a clear understanding of both your current circumstances and future aspirations.