Edward Chappell Financial Services Ltd

Independent Financial Adviser  Pine Tree Lodge, Nr Christchurch, BH23 8JS
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FCA authorised
Last authorised 25th October 2021
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
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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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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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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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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
Meet our advisers
MR Edward Chappell Dip PFS
Director
MR Keith Chappell Dip PFS
About us

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 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.

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

Pine Tree Lodge, Croft Road, Neacroft, Nr Christchurch, BH23 8JS

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