Chapelwood Financial Planning Ltd

Independent Financial Adviser  Cordes House, Newport, NP20 5FA
First meeting at adviser's own cost
Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
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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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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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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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 risk
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Ken Bassage-Morgan

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

Mr Peter Bassage

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

About us

Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide.

Our services

We start with a comprehensive financial review of your current financial position. This helps to analyse and clearly identify your genuine current and future financial investment and protection requirements. We identify your risk profile and thoroughly research the most suitable options to meet your needs, and present that as a proposal for your approval. Once implemented we monitor and review performance, volatility and charges of portfolios on a quarterly and as needed basis. We routinely place sectors and investments on a 'fund watch' to determine if you should stay with or switch solutions. Clients often say, "I feel someone is genuinely looking after my money with care and due diligence".

Where to find us
Head office address: Cordes House, Newport, NP20 5FA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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