Chameleon Financial Planning Ltd

Independent Financial Adviser  Chorley Business & Technology Centre, Preston, Lancashire, PR2 3LF
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FCA authorised
Last authorised 14th September 2020
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
Meet our advisers
Mike Lovell DipPFS
Managing Director
Gurdit Singh DipPFS
Director
Robert Pocock
Independent Financial Planner
Rachel Lenagh
Independent Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

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

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