Financial Services
In addition to the extensive range of legal services that we offer, we also have
a financial services team that can provide independent financial advice. Our financial
advisers are authorised by the Financial Services Authority to provide financial
advice on a whole range of financial issues including investments, pensions, mortgages
and protection products such as life insurance and critical illness cover. In this
section, we have set out financial services that may be of relevance to businesses.
We also have information regarding financial services for you personally under our
Personal Law section.
Why use Chattertons for Financial Services?
We apply the same approach to financial advice as we do to our legal advice. We
act in your best interests and will only recommend what we believe to be the most
suitable solution based on your particular financial circumstances.
Legal and financial issues often go hand in hand so we are well placed to deal with
both under one roof. Our financial advisers have many years experience and are used
to dealing with all types of financial matters including a number of specialist
areas such as trustee investments and inheritance tax planning. As a firm of Solicitors,
we are dual regulated by both the Financial Services Authority and the Law Society
giving you extra reassurance and peace of mind.
Review Service
If you would like to arrange a review of your financial position, please
click here or contact one of our financial advisers, such as Richard Ludlow, Partner,
Solicitor and Independent Financial Adviser whose contact details are given below.
Mortgages
Your home may be repossessed if you do not keep up repayments on your mortgage.
Investments
Investments and Pensions: Please remember that past performance is not necessarily
a guide to future returns. The value of units and the income from them may fall,
as well as rise. Investors may not get back the amount originally invested.
Equity Release
Equity Release Mortgages: This is a lifetime mortgage. To understand the features
and risks, ask for a personalised illustration.
Regulated by the Solicitors Regulation Authority. Authorised and regulated by the
Financial Services Authority.
Contact Details
Financial Services Team