Chequer Financial Services

Independent Financial Adviser  St Albans Chambers, St Albans, Hertfordshire, AL1 3LF
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FCA authorised
Last authorised 10th May 2021
Our principle aim is to help people understand, protect and increase upon their assets.
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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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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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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Traded endowment policies
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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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 private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Simon Bailey DIPPFS,CERTS CII(MP & ER)
Financial Adviser
About us

We are an Independent Financial Advice practice with over 25 years industry experience and members of the Personal Finance Society.

Our services

We build robust investment portfolios to weather changing economic conditions that match clients attitudes to risk.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face

St Albans Chambers, 2-4 St Peters Street, St Albans, Hertfordshire, AL1 3LF

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We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat