Chameleon Financial Planning Ltd

Independent Financial Adviser  Chorley Business & Technology Centre, Euxton, Lancashire, PR7 6TE
First meeting at adviser's own cost
For your ever-changing financial needs
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Gurdit Singh DipPFS
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mike Lovell DipPFS
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Rachel Lenagh
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

What our clients say
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
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 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
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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