Chancellor Financial Management

Chancellor Financial Management Ltd specialises in the design and implementation of independent financial wealth management solutions, predominantly for individual private clients and owners of private managed businesses.
Our extensive experience in the fields of pensions, investment management and inheritance tax planning places us in an enviable position as one of the North’s leading independent financial advisers.

In early 2012, we were proud to be awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

Our client base which in many cases includes three generations of the same family, has been built on value for money solutions developed personally for them within a totally independent environment. This bespoke approach to financial planning ensures each client receives a tailored solution for their specific requirements.

To achieve this comprehensive approach, Chancellor has established significant working relationships with leading fund managers, private banking organisations and other professional specialists to develop and implement our solutions and long term strategies. This ensures you receive the highest quality advice and extremely competitive terms.

Please click one or more of our sections of expertise to view how you can benefit from our advice.

- INVESTMENTSPENSIONSESTATE PLANNING -

Latest news:

05/02/2009 - New Appointments
17/10/2008 - Prestigious New Office
01/10/2008 - Tax Relief on Pensions
30/09/2008 - New Website Launched