The Fundamental Group

Independent Financial Adviser  Westpoint House, Westhill, Aberdeenshire, AB32 6FJ
First meeting at adviser's own cost
Designing Your Future In Advance ® Online Financial Planning for Business Owners, Executives and their Families.
We can advise you on
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Annuity purchase
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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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Wealth management
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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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Offshore investments
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Unit trusts
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Lump sum
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Craig Chapman CFP™ Chartered MCSI
Chartered Wealth Manager & Managing Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Certified Financial Planner
What our clients say
I was looking for particular advice regarding my various Company/Private pensions in light of the new rules. Craig understood the nature of advice I required and after several informative meetings which were very professionally managed we have plotted a way forward. I am now in the process of rearranging my pensions and other financial assets with the aim of increasing my long term benefits and cutting costs. Although in the early stages of this process everything has been handled with great efficiency thus far.
Kevin, Fetcham, Surrey
We need our money to be doing something for our future. Fantastic detailed presentation of where we would be financialy in the years to come , also suggested what we should do to have a sound retirement. Everything has been set up for us to view at any time.
Dianne Gibson, Aberdeen
About us

The Fundamental Group is a leading boutique financial planning firm, providing specialist wealth advice to Business Owners and their Families - who wish to delegate the management of their wealth to a trusted professional.

Our services

Our purpose is to help clients develop their vision of how they’d like their lives to be, and work alongside them for the long-term – putting their wealth to work in enabling them lead a more meaningful and purposeful life.

We work with business owners and their families who look beyond their own postcode to find the right financial planner. Our clients are those who aren’t interested in accumulating wealth for the sake of it, and their idea of success is defined by so much more than the value of their assets.

They’re motivated by the potential to build a richer future for themselves and their families, and are looking for an advisor who can work alongside them to translate their values into an actionable plan. They know that working with an advisor is about so much more than analysing their wealth, but instead an opportunity to create a meaningful relationship that promise real mutual reward.

Where to find us
Head office address: Westpoint House, Prospect Road, Westhill, Aberdeenshire, AB32 6FJ
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020

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