Edward Chappell Financial Services Ltd

Independent Financial Adviser 55 Basepoint Business Centre, Aviation Business Park, Enterprise Close, Christchurch, Dorset, BH23 6NX
FCA verified
3rd December 2018
We pride ourselves in our technical expertise but also our ability to explain complex issues so that they are understood.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Keith Chappell Dip PFS
adviser-person
Edward Chappell APFS
Chartered Financial Planner
Where to find us

55 Basepoint Business Centre, Aviation Business Park, Enterprise Close, Christchurch, Dorset, BH23 6NX

About us

We regard Edward Chappell Financial Services as a modern business with traditional values. Modern because we have embraced technology to offer well researched advice at a realistic cost.
Our adherence to traditional values relates to an unshakeable belief in acting with integrity at all times and providing a high level of personal service.

Our services

Our specialist areas relate to pensions and investment, the two being often closely linked. We have considerable experience in the pensions arena and hold specialist qualifications.
The value of advice in connection with annuity or impaired life annuity purchase at retirement cannot be overstated.
Our approach to investment is tailored to the individual and we have a number of tried and tested solutions to offer. Our service is based on gaining an understanding of how much risk you wish to take,reviewing investment portfolios on a regular basis and keeping you informed.

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

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