Chord IFA
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
We are a firm of Chartered, Independent, financial advisers, working with clients in Peterborough, Huntingdon, St Ives, St Neots, & Cambridge, as well as the surrounding villages and towns.
We typically work with people age 40 and over, who are:
1. Saving for retirement and have multiple pension pots (including final salary pensions)
2. Close to retirement and want to know if they can afford to finish working
3. People who are worried about their investments
Both Carl and Christian are Chartered Financial Planners, setting them apart from other, less qualified, advisers. Attaining Chartered status demonstrates a commitment to professionalism and a desire to constantly improve our standards. This helps us better advise our clients.
We form long-term relationships with our clients. Helping people with multiple pension pots simplify their affairs, others closer to retirement understand their options, whilst advising members of Final Salary pensions on the benefits and drawbacks of transferring out.
We also work with investors, to help them understand whether their capital is invested in the right way.
Unlike most financial advisers, who charge a percentage of the money you invest, we work on a flat-fee basis, which is cheaper for the average investor, and therefore fairer.
Very simply, we solve your financial problems and challenges; that’s what our clients want us to do and what we focus on delivering.
Our Chartered and Independent status helps us to do that, as does our years of experience.
We also go to great lengths to make the complex world of personal finance as simple as possible and charge fairly for our services.
Our clients tell us that we make it easy to build a long-term relationship with us. That starts right from our first meeting, which will take place in your home, where you will feel more comfortable.
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