Chapter 3 Financial Planning

Independent Financial Adviser  43a Manor Drive, Manchester, Manchester, M21 7GQ
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FCA authorised
Last authorised 21st June 2021
Financial Advisor Specialising in Lifestyle Financial Planning
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Buying commercial property
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Mortgage protection
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Self-employed mortgages
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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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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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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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Payment protection insurance
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Small business
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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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EEA
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Corporate pension
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Long term care
Meet our advisers
Mr Colin Bates
About us

I am the founder of Chapter3 Financial Planning, a boutique advice firm specialising in what we call
Lifestyle Financial Planning.

We’re named Chapter3 because we believe that, by creating a robust plan and then implementing and monitoring it, we can help people to achieve the lifestyle they aspire to.

After chapter one - education and early life experience - and chapter two - career and family - we see chapter three as the potential opportunity to live the way you’ve always envisaged.

Yes, we aim to achieve this through the careful, strategic application of financial products. However, they are the means, not the end, which is to enable you to live the future life you want.

Our services

We work best with Small Business Owners , Contractors & Freelancers and Executives.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Chapter3 Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107

43a Manor Drive, Manchester, Manchester, M21 7GQ

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