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.
We work best with Small Business Owners , Contractors & Freelancers and Executives.
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, M21 7GQ
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