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