Wealth Management Services

We are one of the leading firms of solicitors in the region. Unlike most firms, we have our own in-house financial services department offering truly independent financial advice. We are not tied to any one company and have no products of our own to sell.

Our approach to financial advice is exactly the same as our approach to legal advice - to act in your best interests and to make recommendations based on your particular circumstances.

Our key areas of work include:

  • Investments
  • Inheritance tax planning
  • Pensions
  • Retirement planning
  • Protection for you and your family
  • Equity Release
  • Commercial and corporate
  • Review Service

Investments

  • Lump sum and regular premium investments
  • Unit trusts and OEICs
  • Investment bonds
  • ISAs
  • Onshore and offshore investments
  • Trustee investments

Inheritance tax planning

  • Advice about current allowances, exemptions and options
  • Whole of life insurance
  • IHT efficient Wills
  • Trusts

Pensions

  • Personal pensions
  • SIPPs (self-invested personal pensions)
  • Lifetime allowances

Retirement planning

  • Annuity purchase
  • Flexi-access Drawdown
  • Cash Flow Modelling

Protection for you and your family

  • Life cover
  • Critical illness cover
  • Mortgage term assurance
  • Family income benefit
  • Whole of life insurance

Commercial and corporate

  • Keyman insurance for company directors and partners
  • SIPPs
  • Group personal pensions for employees
  • Pensions auto-enrolment
  • Investments

Review Service

In addition, we can review existing investments, pensions and other financial products that you may already have, check their performance against other similar products and consider whether they are still appropriate for your particular needs.

GET IN TOUCH

It does not matter if you are a business owner or an individual our doors are always open at Chattertons Wealth Management so contact us for an initial chat and a coffee to find out how we can help.

We deal with all aspects of financial planning, you may find that talking about money is the most valuable investment you will ever make.

We look forward to talking with you!

Local Chattertons Office

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Investments and Pensions - Please remember that past performance is not necessarily a guide to future returns. The value of units and the income from your investments may fall, as well as rise. Investors may not get back the amount originally invested.

Equity Release – Includes lifetime mortgages and home reversion plans. To understand the features and risks, please ask for a personalised illustration. Equity released from your home will be secured against it. Your home may be repossessed if you do not keep up repayments on your mortgage.

Please note that the Financial Conduct Authority does not regulate taxation, will writing and trust advice.

You also understand that the guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at customers based in the UK.