Business Details
20 Years
experience
Your Trusted Partner for Independent Financial Planning
Established in 2006, Chancellor Financial Management provides independent financial planning services to individuals, families, and businesses across the North of England and the wider UK. Our team of Chartered Financial Planners delivers bespoke advice tailored to each client's unique circumstances, focusing on retirement planning, wealth management, and long-term financial security. With over 15 years of experience, we combine technical expertise with a personal approach, ensuring clients understand complex financial concepts through clear communication. As an independent firm with no ties to financial institutions, we prioritise transparency, ethical practice, and client-centric solutions.Our commitment to excellence is demonstrated through our Chartered status awarded by the Chartered Insurance Institute, reflecting our adherence to the highest professional standards. We maintain long-term relationships with clients, offering regular reviews and adapting strategies to changing life circumstances. Our core value of 'doing the right thing' guides every decision, ensuring clients receive impartial advice aligned with their best interests. This approach has earned us a reputation for reliability, expertise, and exceptional service, as evidenced by numerous client testimonials highlighting our ability to deliver financial peace of mind.
Services
Financial Planning
Pension Advice
Retirement Planning
Wealth Management
Employee Benefits
Details
- Year established: 2006
Highlights and features
- We are Chartered Financial Planners with over 15 years of independent advisory experience
- Our advice is completely independent with no ties to financial institutions
- We provide tailored financial solutions with clear, jargon-free explanations
- Our Performance Analysis Service ensures ongoing monitoring of investment performance
- We offer transparent fee structures with no hidden charges
Associations and certifications
- Chartered Financial Planner (CII)
What people say
Knowledgeable and reassuring
Personalised service
Trusted financial guru
Significant cost savings
Expertise and support
Services
Financial Planning
We create comprehensive financial plans tailored to individual circumstances, covering retirement strategies, investment management, and tax-efficient solutions. Our approach considers current financial positions, future goals, and risk tolerance. Clients benefit from regular reviews to ensure plans remain aligned with evolving life circumstances and market conditions.
Pension Advice
Our expert pension advice covers personal and workplace pensions, self-invested pension plans, and retirement income strategies. We help clients navigate complex pension options to maximise retirement income while considering tax implications and individual needs.
Wealth Management
We develop tailored wealth management strategies that balance growth potential with risk management. Our approach focuses on long-term capital preservation, tax-efficient investing, and adapting portfolios to changing financial objectives throughout different life stages.
Employee Benefits
We design comprehensive employee benefit packages including pension schemes, death-in-service cover, and private medical insurance. Our solutions help businesses attract and retain talent while ensuring compliance with regulatory requirements and providing value for money.
Tax Planning
Our tax planning services focus on legitimate strategies to minimise tax liabilities through ISAs, pension contributions, and inheritance tax mitigation. We ensure compliance while maximising after-tax returns within HMRC regulations.
People
Emily Rose
Administrator
Supporting the financial planning team with administrative excellence, Emily ensures smooth operations and client communication. Her organisational skills contribute to efficient service delivery for all client matters.
Emma Gudger
Financial Planner
As a dedicated financial planner, Emma helps clients achieve their financial goals through personalised advice. Her client-focused approach ensures clear communication and tailored solutions for long-term financial security.
Janet Barlow
Chartered Financial Planner
With Chartered status, Janet combines technical expertise with practical advice to help clients navigate complex financial decisions. Her experience ensures high-quality, ethical financial planning solutions for individual circumstances.
Sam Farnell
Financial Planner
As a Certified Financial Planner professional, Sam provides expert guidance on retirement planning and investment strategies. His approach focuses on building long-term client relationships through transparent, goal-oriented financial advice.
Joanna Bowden
Office Manager
Managing day-to-day office operations, Joanna ensures efficient support for both clients and advisers. Her leadership maintains the high service standards that clients expect from our Chartered firm.
Questions
What financial services do you specialise in?
We specialise in independent financial planning, including retirement planning, pension advice, wealth management, and employee benefits solutions tailored to individual client needs.
How are you different from other financial advisers?
As Chartered Financial Planners with no ties to financial institutions, we provide completely independent advice focused solely on client interests with transparent fee structures.
What does the financial planning process involve?
Our process includes an initial consultation, comprehensive review of your financial situation, tailored recommendations, implementation support, and ongoing annual reviews to adapt to changing circumstances.
Do you work with clients outside the North of England?
While based in Bolton, we work with clients throughout the UK, maintaining regular communication through meetings, phone calls, and digital platforms.
How are your fees structured?
We offer transparent fee structures with no hidden charges, providing clear cost information upfront during our initial consultation before any commitment.
