Chapters Financial

Who We Are

At Chapters Financial, we pride ourselves on being a leading provider of independent financial advice in Guildford. With over four decades of combined experience in the financial advice profession, we have helped countless individuals, families, and businesses achieve their financial goals. As Independent Financial Advisers and Chartered Financial Planners, we understand that every client is unique, and we are committed to providing tailored solutions to meet their bespoke needs.

Our Financial Planning Process

Our financial planning process is tailored to each client's individual circumstances and goals. We take the time to understand your present situation and clarify your aspirations for the future. Our team of experienced professionals will work with you to identify your financial objectives and develop a comprehensive plan to help you achieve them. This may involve a combination of recommendations, implementation, and review to ensure that your financial goals are achievable and sustainable.

Our Services

At Chapters Financial, we offer a range of financial planning services to both private and corporate clients. Our expertise includes:

Corporate Clients

• Helping businesses meet their financial planning needs, including investment, pensions, and financial planning
• Providing advice on employee benefits, share schemes, and other corporate finance solutions

Private Clients

• Offering personalized financial planning advice to individuals, including investment, insurance, and retirement planning
• Helping individuals achieve their financial goals, whether it's saving for a specific purpose, planning for retirement, or managing their overall financial wellbeing

Charitable Trusts

• Providing financial planning advice to charitable trusts, including investment, pension, and financial planning strategies

Accreditations

At Chapters Financial, we take pride in our accreditations and certifications, which demonstrate our commitment to professionalism and expertise. Our team of experts includes:

Meet the Team

Our team consists of experienced professionals, including:

• Keith Churchouse, B A (Hons), FPFS Chartered Financial Planner CFP Chartered FCSI
• Esther Dadswell, B Eng (Hons), C Eng, MICE, CMgr, MCMI Chartered Civil Engineer Chartered Manager
• Vicky Fulcher, MSc CFP Chartered MCSI

Get in Touch

If you would like to discuss your financial planning needs or require advice from an independent financial adviser, please do not hesitate to contact us. We look forward to hearing from you soon.