Most people are unaware of how to make the most out of the assets and wealth they have accumulated over their lifetime. Whether you're a business owner looking to future-proof your business, approaching retirement, or looking to pass on your assets to the next generation, navigating the world of financial planning can often be complex.
However, with our tools, expertise and resources, we can create a financial plan which streamlines your aspirations alongside your assets, enabling you to fulfil your life goals. The pension landscape is complex. There is now greater choice than ever before when it comes to your retirement options, making the need for effective financial advice more important than ever.
However, with our tools, expertise and resources, we can create a financial plan which streamlines your aspirations alongside your assets, enabling you to fulfil your life goals. The pension landscape is complex. There is now greater choice than ever before when it comes to your retirement options, making the need for effective financial advice more important than ever.
Services
What we do
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Chameleon Financial Planning is a professional firm of independent financial planners, providing holistic, financial planning advice to individuals and businesses. We read the fine print and break down the jargon so we can clearly explain your available options to you. Whether it's running your business or simply enjoying your retirement, we spend our time crunching the numbers so you can spend more time focusing on what's important to you.
Meet your team
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With a broad range of backgrounds and over 70 years' of combined experience, we don't just think outside the box; we act outside the box. Our advisers are passionate about providing the best financial advice to both individuals and businesses, and we pride ourselves on putting our clients at the heart of everything we do.
Testimonials
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We are proud of the financial journeys we have helped our clients navigate. From uncertainty and worry, to clarity and confidence, it's our role to guide you through - and we think our passion for doing so shows in what our clients have to say. Here are some of their stories. Frank and Christine run their own business and have recently taken a step into semi-retirement which they are enjoying thoroughly.
Professional partners
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Chameleon have built effective relationships and partnered many professional connections. We understand that many accountants, solicitors and insurance brokers have considered offering a financial planning service to stand out from their competitors, however managing the regulatory and compliance requirements is too complex and too much hassle for most firms.
Business
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We understand that business owners and entrepreneurs can be under constant pressure to run and build their businesses, so finding the time to learn how to deal with financial planning aspects can be very difficult. The expertise of our dedicated financial planners has helped many businesses, from start up firms through to multi-million pound turnover companies.
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