Chancery Financial Planning

Independent Financial Adviser 1st Floor, Sicilian House, Sicilian Avenue, London, WC1A 2QR

Response rating

7.0/10

15th October 2018

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

David Pelster

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Paul Cullen

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

MAQ - Mortgage Advice Qualification (CII)

Accreditations

Chris Masley APFS

Qualifications & Accreditations Hide qualifications

Accreditations

Where to find us

1st Floor, Sicilian House, Sicilian Avenue, London, WC1A 2QR

About us

Chancery Financial Planning is a small business run by two partners who between them have over 25 years of experience in financial planning.
We specialise in Pension and Investment business particularly regarding retirement planning.
As a new client, we would start with a careful review of your current financial position, discussing your goals and ambitions. Our aim is to help you achieve these.
Please call to discuss things further.

Regulated by the Financial Conduct Authority

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£100,000

Website

Contact options

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