We regard Edward Chappell Financial Services Ltd 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 unmistakable belief in acting with integrity at all times and providing a high level of personal advice.
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.
Pine Tree Lodge, Croft Road, Neacroft, Nr Christchurch, BH23 8JS
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