BUSINESS OWNERS

We believe that a holistic approach to the management of business and personal finance can be extremely beneficial and we use our in depth knowledge of financial management to devise innovative financial solutions for individuals and businesses.

TRUSTEES

We regularly advise trustees of charities, family trusts and pension funds to help with administrative duties, legal obligations and management of investments.

RETIREES

When approaching retirement careful planning can help to identify whether a clients’ chosen lifestyle in retirement is likely to be achievable. This process will highlight any potential shortfalls and allow planning opportunities to be put in place. Our work with those who have already retired is often about providing financial security, peace of mind and planning their financial legacy.

PROFESSIONAL PRACTICES

Chancellor specialise in working closely with professional practices to provide highly specialised financial advice to their clients.

We are particularly experienced in assisting both accountants and lawyers who need reliable and expert advice for their individual and corporate clients. This can often involve further investment planning, help with Inheritance Tax considerations and bespoke pension planning. Working so closely with professional practices, we are privileged to help many of the Partners and Directors with their own financial planning needs.

FAMILIES

We regularly work with the children and grandchildren of many of our long standing clients, working hard to protect their wealth and plan for every important stage in their lives. Our processes help us to ensure that wealth management plans are tailored to exact circumstances and life goals. By carrying out careful fact finding and risk analysis from the outset, we are able to effectively manage finances, holding regular meetings to ensure plans remain on track.