Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide.
Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
Peter has had a comprehensive career as a qualified Independent Financial Advisor working with a diverse range of clients both here and abroad. Together with brother Ken, they started Chapelwood Financial Planning in 2001. He has an impeccable knowledge of products and performance, and this is a key factor in client results and referrals.
Ken has had a stable career as a qualified mainstream Financial Advisor. Frustrated by the 'house brand' products offered by corporate advisors, Ken became an Independent Financial Advisor, and together with brother Peter, started Chapelwood Financial Planning in 2001. A key feature of Chapelwood is the greater choices they can offer clients.
Chapelwood Financial Planning has a small in-house team of para-planners and administrative staff. This allows Chapelwood to retain an enviable personal touch, but as you’d expect they have full access to an impressive external advisory team.
We start with a comprehensive financial review of your current financial position. This helps to analyse and clearly identify your genuine current and future financial investment and protection requirements. We identify your risk profile and thoroughly research the most suitable options to meet your needs, and present that as a proposal for your approval. Once implemented we monitor and review performance, volatility and charges of portfolios on a quarterly and as needed basis. We routinely place sectors and investments on a 'fund watch' to determine if you should stay with or switch solutions. Clients often say, "I feel someone is genuinely looking after my money with care and due diligence".
We are regulated by the Financial Conduct Authority.
business owners Age 50+
Our business clients are either running an established family business, or are a senior manager or executive. Either way they have a stable portfolio of property and personal and business assets. They work hard and are typically very savvy around money, and are usually looking to maintain and protect their family wealth. They are interested in tax efficient solutions that perform and meet their current and future needs.
Our retiree clients are usually former business owners who have retired with an exit valuation or retirement package, and have a nice family home as well as other assets. Importantly, they have a lifestyle they’d like to retain.
Our fast track clients have exceptional cash flow. Some are dual income earners, some in high profile, high paying professional roles (i.e., chief executives, medical specialists), some have recently sold a business, and some have come into an inheritance. Either way, they are looking to grow their wealth – fast - with a focus on future planning and tax minimisation.
Chapelwood Financial Planning was established in 2001, by brothers Peter Bassage and Ken Bassage-Morgan. We have a team of six, and are based in Newport, Wales. We look after clients UK wide.
Chapelwood Financial Planning specialise in the combination of financial planning with wills and trusts, and is known for the results that our clients achieve UK wide.
Chapelwood offer a comprehensive range of products, services and processes including a full financial review and performance monitoring, all fully supported by our advisory team.
I have been a client of Chapelwood since the firm’s inception, having already been advised by Ken prior to that. Throughout that time I have been thoroughly impressed with the consistently excellent service that I have received.
