Chancery Financial Planning

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

Response rating

7.0/10

17th June 2019

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

Make an enquiry Request a call back Show number Recommend to a friend

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

Make an enquiry

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

Make an enquiry Request a call back Show number Recommend to a friend

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

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

Similar advisers near you

Ellis Bates Financial Advisers

Independent Financial Adviser 0.15 mi

With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.

See profile

Oury Clark Chartered Accountants

Independent Financial Adviser 0.38 mi

We provide independent financial, tax, business and legal advice to help you plan and achieve your financial goals.

See profile

Tilney

Financial Adviser (Restricted Whole of Market) 0.5 mi

Your personal wealth. Our personal responsibility.

See profile

Bennison Brown Wealth Management

Financial Adviser (Restricted Whole of Market) 0.5 mi

Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.