Chameleon Financial Planning Ltd

Independent Financial Adviser Chorley Business & Technology Centre, East Terrace, Euxton Lane, Chorley, Lancashire, PR7 6TE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
20th June 2019
For your ever-changing financial needs
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Mike Lovell DipPFS
Independent Financial Planner
Gurdit Singh DipPFS
Director
What our clients say
Gurdit was recommended to me by my mother and father as he was there own financial adviser. Gurdit has given me professional and and sound advice on some finances I wanted to invest. Finance and investment is relatively new to me and my wife but Gurdit explained everything to us confidently and easy for us to understand. I was never pressured into doing something that I wasn't comfortable with and found Gurdit to be full of knowledge in his job and saved me a lot more money than other company's offering the same advice. Over the last 12 months i have always been able to get in touch with Gurdit at any given time for advice and class him now as a personal friend.
Sheldon & Lisa G, Wigan
We feel very confident with the advice that Gurdit has given us. He is a very pleasant helpful young man he always makes time for us when we need any advice and keeps us updated about our investments.
Tom & Janet B, Blackpool
Gurdit is a very professional, intelligent and hard working financial adviser who explained everything at a speed and manner which suited me. I always felt that I could ask questions at anytime and he was honest and transparent about his cost and charges from the outset. Do not hesitate to take advantage of his skills and expertise as it will be the best decision that you make!
Jason B, Morecambe
Where to find us

Chorley Business & Technology Centre, East Terrace, Euxton Lane, Chorley, Lancashire, PR7 6TE

Make an enquiry
About us

Chameleon Financial Planning is a professional firm of Independent Financial Planners providing holistic financial planning advice to individuals and businesses.

We have built this firm on the primary belief that clients should be treated fairly and receive the best possible advice. To do this we believe we must remain independent and advise on products and services across the whole market place.

Our clients are the main focus of our business, and as such we are committed on providing a service which is honest, valued, pioneering and long term. We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this.

Our services

Chameleon are focused on advising individuals and businesses on understanding and planning for their financial future. We offer you an initial discussion without charge, at which we will describe our services in greater detail and explain the payment options.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Chameleon Financial Planning Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales company registration number 10764814.
Registered Office: MJH Accountants Limited, 129 Woodplumpton Road, Fulwood, Preston, PR2 3LF.

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