Investment Planning

Investment planning can play a vital part in many clients' planned objectives and aspirations. This might be for capital growth, income or a combination, varying over time.

Inheritance Tax Planning

With the ever increasing house prices in the South East inheritance tax is becoming more of an issue to many more people. We can help you plan for the future.

Pension & Retirement Planning

It's never too early to start thinking about planning for a secure and comfortable retirement.

Attitude To Investment Risk

When investing funds in any format, you need to understand the investment approach and risk involved in the planning you undertake.

Redundancy & Early Retirement

With some employed positions in question due to COVID-19 and the effects of inflation, this webpage looks at the financial issues surrounding redundancy and the opportunities for early retirement

Divorce Process & Financial Settlement

The team at Chapters Financial has also seen a rise in the number of enquiries from individuals seeking to understand the process and to consider the financial aspects of any separation, including any pensions to be divided (pensions in divorce).

Chapters Financial - Investment House View

The directors and advisory team at Chapters Financial Limited hold a regular Investment Committee to maintain our 'house view' of economic conditions and our ongoing investment allocation strategy. These are our views on investments at this current time.

Long Term Care

Planning for the considerable cost of ongoing long term care can be daunting for many. The advisers at Chapters Financial are qualified to provide advice on this important topic.

Points for consideration of Pension Transfers

There is much to consider regarding the real value of Final Salary or Defined Benefit (DB) pension schemes.