Business Details
8 Years
experience
Your Trusted Financial Advisers in Barnsley
At Chrysalis Financial Planning, we are dedicated to transforming financial complexity into clarity, empowering clients to achieve a balanced and secure future. Our approach prioritises understanding individual lifestyles, goals, and concerns to craft tailored financial strategies. With a focus on long-term relationships, we provide independent advice that aligns with clients' aspirations, ensuring transparency and trust. Our team combines expertise with empathy, guiding clients through pension planning, savings optimisation, and wealth management. We believe financial planning should enhance quality of life today while securing tomorrow.By offering two complimentary initial consultations, we enable clients to explore solutions without obligation. Recognised for our client-centric ethos, we are authorised and regulated by the Financial Conduct Authority, upholding the highest standards of professionalism. Our 'virtual lifestyle account' provides continuous insights into financial health, fostering informed decision-making. Committed to ethical practices, we operate with integrity, ensuring every recommendation serves the client's best interest. Our mission remains steadfast: to help clients reclaim time, reduce stress, and build lasting financial confidence.
Services
Financial Planning
Pensions Advice
Savings Strategies
Wealth Management
Independent Financial Advice
Details
- Year established: 2018
Highlights and features
- We prioritise your lifestyle and long-term financial goals
- Our virtual lifestyle account provides continuous financial insights
- Two complimentary initial consultations with no obligation
- Authorised and regulated by the Financial Conduct Authority
- Client-centric approach focused on trust and transparency
Associations and certifications
- Financial Conduct Authority
What people say
Personalised financial strategies
Clear communication
Trustworthy advisors
Helpful initial consultations
Services
Financial Planning
Our financial planning service creates tailored strategies to align your money with life goals. We analyse income, assets, and aspirations to build actionable roadmaps for security. By focusing on long-term objectives, we help clients in Barnsley achieve balanced wealth management that adapts to changing circumstances.
Pensions Advice
Specialised pensions guidance ensures optimal retirement outcomes through strategic contributions and fund management. We demystify pension options while maximising tax efficiencies. Our approach balances current financial needs with future security, helping clients build sustainable retirement incomes through comprehensive, FCA-regulated advice.
Savings Strategies
We develop customised savings plans that optimise growth potential while maintaining accessibility. Our strategies incorporate tax-efficient vehicles and risk-appropriate investments. By aligning savings goals with broader financial plans, we help clients build emergency funds and achieve specific milestones without compromising long-term objectives.
Independent Financial Advice
As FCA-authorised independent advisors, we provide objective recommendations across the entire market. Our advice covers all financial aspects from tax planning to estate preservation. We maintain strict impartiality while delivering solutions tailored to individual circumstances, ensuring clients receive recommendations that truly serve their interests.
Virtual Lifestyle Account
This innovative tool provides real-time visibility into your financial health through an interactive platform. It integrates all financial aspects to show how money aligns with lifestyle goals. The dashboard enables informed decision-making while tracking progress against objectives, offering clients continuous insights between formal review meetings.
Questions
What financial services do you specialise in?
We specialise in comprehensive financial planning, pensions advice, savings strategies, and wealth management tailored to individual lifestyles and goals.
How do you work with clients?
We begin with two complimentary consultations to understand your needs, followed by creating customised financial strategies with regular progress reviews.
Who are your typical clients?
We work with professionals and business owners aged 35-70 seeking to improve financial security while maintaining work-life balance.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 07511506.
