Our Mission

“By providing independent advice that is passionately unbiased, brutally honest, perfectly clear and indiscriminately fair, Chancellor deliver financial peace of mind”

Our Core Value

We have one core value only, “Do the right thing” by everyone, every time, without exception

We help people to:

Cope financially in the case of adversity

Pay less tax by using the legitimate tax allowances provided by H M Revenue & Customs

Plan effectively for a stress-free and financially secure retirement

Pass their wealth efficiently down through the generations

Achieve their financial goals

We help employers to:

Put in place a cost-effective Employee Benefits strategy to allow them to recruit, reward and retain quality employees

We pride ourselves on:

Advising clients on a course of action that we would take ourselves, if our circumstances were the same

Being completely independent, with no conflicts of interest such as ties to service providers, fund managers or financial institutions

Our Directors working in the business and being accessible to both new and existing clients

Always treating customers fairly

Responding promptly to any enquiry

Ensuring that our clients know the names of, or have met, other members of our team so there is always someone who can help them

Using plain language, respecting that our clients may not be familiar with industry jargon and terminology

Employing the services of external and independent experts in the fields of compliance, law and accountancy, when required

Our Chartered Status

Our Financial Planners reaching the highest professional standards that they can.

Our experienced support team who are committed to providing clients with excellent customer service

Providing our team with the time, training and support that they may need to develop their full potential

Only recruiting people who share our mission, vision and core value

Remunerating our team members fairly and appropriately in line with Chancellor’s team-based ethos. No one is individually financially incentivised for the work they do

Investing a proportion of our annual turnover to constantly improve the services, facilities and technology available to our clients

Ensuring our offices and facilities are accessible to all our visitors

Being proud members of the Bolton community, actively supporting local charities and local businesses

Partnering and building long term relationships with individuals and companies who share similar values to our own