Chapters Financial Limited was established in 2004 by Keith to deliver quality financial planning advice. Keith observed in his contact with other successful business people that many started their businesses to be the best in their profession, and this remains his mantra.
Possibly more importantly, in the provision of financial planning, Keith maintains a philosophy that for each recommendation that he makes, he is comfortable that if the client were a close family member in the same circumstances, he would still make the same recommendations. This offers another ethical 'test' to ensure that client confidence is maintained. Chapters Financial Limited is keen to encourage repeat business and referrals into the future and this means that the quality and delivery of our financial planning advice should match our business ethic of consistent, personalised high quality financial advice, most importantly, adding value.
Keith Churchouse is a Certified Financial Planner, Chartered Financial Planner & Chartered Wealth Manager. He is also a Fellow of the Personal Finance Society (FPFS) and is about to celebrate his 37 years in UK retail financial services (2022). His qualifications also include a BA Honours degree in Financial Services from Napier University. Since October 2004 he has been the director and co-owner of Chapters Financial Limited, which is a Chartered Financial Planning company based in Guildford.
Keith penned his first book, Sign Here, Here and Here! Journey of a Financial Adviser in 2010 and has followed this with additional texts. Another co-authored book with colleague Vicky Fulcher, entitled Coming in to Land, Runway to Retirement, will be released in late summer 2022 and focuses on those preparing for, implementing and enjoying their retirement. As he notes at the start of his popular book, Sign Here, Here and Here!, "Add to your world, it makes life a lot easier and any income created becomes a consequence rather than a target."
Keith has championed the cause of online financial information and advice as a key avenue of advice delivery in the UK. He successfully launched, with Chapters Financial Limited, the multi-award winning www.SaidSo.co.uk in 2015.
Everyone should have 'A Keith' to explain all the complicated jargon - Mrs S, Woking