Chancery Financial Planning

Independent Financial Adviser  1st Floor, London, Greater london, WC1A 2QR
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Stockbroking services
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Chris Masley APFS
Paul Cullen

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.

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.

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.

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.

Accreditations
Chartered Financial Planner
David Pelster

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.

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

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

Where to find us
Head office address: 1st Floor, Sicilian House, Sicilian Avenue, London, WC1A 2QR
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0.09 mi
With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.
 
Restricted - whole of market 0.3 mi
We are committed to helping hard-working people like you to get the best options on your insurance, pensions and investments. You would prefer to get on with your career, grow your business, or benefit from family and leisure time with as little stress and worry as possible.
 
Independent Financial Adviser 0.38 mi
We provide independent financial, tax, business and legal advice to help you plan and achieve your financial goals.
 
Restricted - whole of market 0.43 mi
Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers