CHANCERY WALL FINANCIAL SERVICES LIMITED

Business Description

“Empowering clients with a sound and secure financial future”

Chancery Wall Financial Services provides comprehensive services designed to address your multi-faceted financial concerns, simplify your life, give you the freedom to pursue your other priorities and provide you with the confidence that your goals will be achieved.

Whether you need assistance managing your family’s wealth, maximizing your business investments or providing stewardship for assets, Chancery Wall Financial Services brings together the solutions you need in key areas such as financial planning, investment management and estate and trust planning services.

Tailored to your individual needs Chancery Wall Financial Services provides the specific services you need, today and in the future and help you address your various wealth management needs through each stage of your life

Business Services
Chancery Wall Financial Services provides Independent Financial Advice provided by qualified Independent Financial Advisers.

Chancery Wall Financial Services has a dedicated and very friendly team of support staff who maintain the standards that have built our excellent reputation. We also have long standing relationships with professionals such as solicitors and accountants, which enable us to help with all your financial needs.

Working with a professional IFA firm can be an extremely rewarding and valuable experience for you and your family.
We will provide you with innovative bespoke financial solutions to assist you in achieving your financial goals. Our aim is to reduce the cost of investment and minimise the impact of taxation to help your money work harder for you. We will help you to avoid costly mistakes and deliver peace of mind at all times.

Business Products
Financial Planning Investment Portfolio Reviews

Pension Reviews
Pre and Post Retirement Planning

Life Assurance Review
Critical Illness Review

Income Replacement
Accident Sickness and Redundancy

Schools & University Fees Planning
Savings & Investments

Private Medical Insurance
Ethical Investments

Tax Planning including Inheritance Tax mitigation
Wills, Lasting Powers of Attorney and Probate Services

Business Qualifications
Chartered Insurance Institute accredited.

Business Staff & Management
Sangeetha Venkatesan MSc, DipPFS
Director

Business Clients
Corporate and individual clients.