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Chapters Financial celebrates 19th birthday: traditional values in a changing world

29 September 2023

The start of October 2023 heralds the 19th birthday of Chapters Financial in Guildford. Established in 2004, the company has grown over the years and the office relocation to Tunsgate, in the heart of Guildford, has been very successful, with great feedback from many clients.

As we know, the journey has not been without its challenges. We have navigated recessions, Brexit, a pandemic, regulatory change and everything in between. There have also been some great advancements.

Technology, as an example, has advanced significantly in most sectors over this time. Embracing this opportunity alongside the application of our traditional financial advice process continues to attract many clients and referrals. The options as to how to invest into plans such as ISAs, pensions and investments has also advanced, which is mainly positive. A good example is the expansion and maturing of the environmental, social and governance (ESG) investment market, which has increasingly allowed clients to invest in line with their beliefs and views.

The fundamentals of investment remain largely unaltered, despite the changing world we live in. However, life changes for clients as we all age can bring new thinking in terms of attitude to investment risk and capacity for loss, as examples, and changes can be made to reflect updated circumstances.

We look forward to the continued evolution of the company over the years ahead, and to providing financial advice, planning, and implementation as our clients' circumstances also evolve. We send our thanks to all our supporters, past and present, and for the many regular referrals that we receive.

See you soon.

All at Chapters Financial Limited

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