This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
Chewton Financial is a Financial Services Practice that offers many products and services to solve any number of financial issues clients will invariably encounter during their working lifetime. We will help you break through the jargon, complexity and mystique that often surround financial arrangements, which is why it is vital when advising clients, many of whom, tend to find it quite a complex subject.
We have no affinity to any one Financial Institution, we just select very carefully those companies and products that go hand in hand in securing our clients financial objectives. We pride ourselves on a friendly working relationship with our clients and as a consequence, find our association with clients often last for many years.
You will receive professional advice about where your financial arrangements are, what they are designed to achieve, if they are adequate or inadequate and more importantly, ascertain whether your products still meet your expectations. You'll also have our help to decide how much provision you need to make and the order of priority in dealing with your finances. Of course it will all be sensibly balanced in relation to your current income and your financial objectives. We will gain a full understanding of your circumstances, recording your information so you can double-check that we really have understood your requirements.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.