Business Details
32 Years
experience
Expert Financial Planning Services in Melton Mowbray
Chapman Associates, established in 1994, has built a reputation as a trusted partner in financial planning for families, individuals, and businesses. As a Senior Partner Practice of St. James's Place, we combine the resources of one of the UK's leading wealth management groups with the personal touch of a locally operated firm. Our team of Chartered Financial Planners specialises in creating tailored strategies to help clients build, grow, protect, and preserve their wealth across generations. We prioritise long-term relationships, taking the time to understand each client's unique circumstances and aspirations before developing comprehensive financial solutions. Our expertise spans investment management, retirement planning, protection planning, and intergenerational wealth transfer, alongside specialist services for business owners.Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while delivering advice that is both technically robust and personally relevant. Our approach recognises that financial planning extends beyond numbers - it's about providing clarity and peace of mind for life's important milestones. Whether clients are starting their financial journey or managing complex assets, we offer the same commitment to transparency, ethical practice, and exceptional service. The value of investments can fluctuate, and clients may receive less than they invested, which we clearly explain as part of our responsible advisory process. Through our partnership with St. James's Place, we access cutting-edge research and innovative financial products while maintaining our local decision-making authority.
Services
Financial Planning
Investment Management
Retirement Planning
Wealth Protection
Business Succession Planning
Intergenerational Wealth Transfer
Mortgage Advice
Protection Planning
Details
- Year established: 1994
Highlights and features
- We have been providing financial planning expertise since 1994
- Our team holds Chartered Financial Planner status, the industry's highest standard
- We offer access to St. James's Place's award-winning investment solutions
- We provide integrated advice for both personal and business financial needs
- We maintain transparent fee structures and clear communication throughout
Associations and certifications
- Chartered Financial Planners
- Financial Conduct Authority
Services
Financial Planning
Our comprehensive financial planning service helps clients navigate complex financial decisions through tailored strategies. We assess your complete financial picture to create actionable plans that address both immediate needs and long-term objectives. By integrating investment management, retirement planning, and protection strategies, we help build financial resilience while maintaining flexibility for life's changes.
Investment Management
We provide access to St. James's Place's award-winning investment solutions combined with personalised portfolio management. Our approach considers your risk tolerance, financial goals, and time horizons to create diversified investment strategies. We continuously monitor market conditions and adjust portfolios as needed while maintaining transparent reporting and performance tracking for all clients.
Retirement Planning
Our retirement planning specialists help clients prepare for financial independence through strategic pension management and savings strategies. We analyse current provisions, project future needs, and develop tax-efficient withdrawal plans. For business owners, we incorporate succession planning to ensure smooth transitions while maintaining personal financial security during retirement years.
Wealth Protection
We help safeguard your financial legacy through comprehensive protection planning. This includes life insurance, critical illness cover, and income protection solutions tailored to individual and business needs. For companies, we design key person protection and shareholder agreements to maintain business continuity during unexpected events while protecting personal assets from business risks.
Business Succession
Our business succession planning ensures smooth ownership transfers while protecting company value. We work with business owners to develop exit strategies, implement share protection arrangements, and create funding mechanisms for leadership transitions. This service integrates with personal financial planning to maintain wealth continuity between business and personal financial objectives.
People
Liam D Nash
Senior Partner
With over 25 years' experience in financial services, Liam leads our team in delivering tailored wealth management solutions. His expertise spans investment strategy, retirement planning, and business succession, focusing on creating long-term value for clients across the East Midlands region.
Questions
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, the highest professional accreditation in the industry, with specialist expertise in wealth management and retirement planning.
How are investment decisions made?
We use a combination of St. James's Place's market research and our team's local expertise to create diversified portfolios aligned with your risk profile and financial goals.
Do you work with business owners?
Yes, we specialise in integrated business and personal financial planning, helping entrepreneurs protect company assets while preparing for succession and retirement.
How are fees structured?
We provide transparent fee disclosures upfront, with options including hourly rates for advice sessions and percentage-based charges for ongoing portfolio management services.
What areas do you cover?
While based in Melton Mowbray, we serve clients throughout Leicestershire, Nottinghamshire, and the wider East Midlands region with both in-person and virtual consultations.
How do you ensure regulatory compliance?
As an Appointed Representative of St. James's Place Wealth Management, we operate under FCA regulation and maintain rigorous internal compliance procedures for all client interactions.
