Chapter Wealth Management Ltd

Independent Financial Adviser  2c Kirkgate, Waltham, Lincolnshire, DN37 0LS
check
FCA authorised
Last authorised 19th October 2020
We can advise you on
check
Annuity purchase
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
OEICs
check
Offshore investments
check
Unit trusts
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
Imran Hassan
About us

Chapter Wealth Management Ltd provide comprehensive solutions that help achieve your financial goals, both for your immediate situation and for the longer term.

Our aim is to provide top quality advice and a high quality service tailored to your individual needs. Having invested in modern computer technology and product research, we have the most up to date information at our fingertips. This allows us to compare products from different companies and analyse investment funds, to create bespoke solutions.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

2c Kirkgate, Waltham, Grimsby, North East Lincolnshire, DN37 0LS

Similar advisers near you

Independent Financial Adviser 3.73 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 4.05 mi
I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
 
Independent Financial Adviser 8.9 mi
Based at Caistor and Heighington, we specialise in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning , Trusts & Protection
 
Restricted - whole of market 9.87 mi
My clients enjoy financial clarity, retire with confidence, save time and pay less tax. I'm trusted and friendly, a VouchedFor 2020 Top Rated Adviser & Pension Transfer Specialist (including Final Salary schemes). Choose face-to-face or online meetings.