De Montfort Chase Wealth Management

Who We Are

DeMontfort Chase Financial Planning is a bespoke financial planning and wealth management firm, dedicated to providing tailored solutions for private and corporate clients. Our office is located in Church Broughton, Derby, nestled in beautiful countryside, making it easily accessible and offering ample parking space. We pride ourselves on building long-term relationships with our clients, and our team is committed to delivering exceptional service with a personal touch.

What We Do

At DeMontfort Chase Financial Planning, we specialise in providing high-quality advice on a wide range of financial planning and wealth management services. Our experienced and knowledgeable team works closely with clients to understand their unique goals and objectives, providing bespoke solutions to help them achieve their financial ambitions. Whether you're looking to build, grow, protect, or preserve your wealth, we're here to guide you every step of the way.

Services We Offer

Our comprehensive range of services includes:

• Financial Planning: We create tailored financial plans tailored to your individual needs, taking into account your goals, risk tolerance, and financial resources.
• Investment Management: Our experienced team manages investment portfolios, helping you grow your wealth and achieve your financial objectives.
• Pensions and Retirement Planning: We provide expert guidance on pension planning, ensuring you're well-prepared for retirement.
• Tax Planning: Our team helps clients optimise their tax strategies, minimising tax liabilities and maximising their financial returns.
• Estate Planning: We assist in planning for the distribution of assets after your passing, ensuring your wishes are honoured.

Meet the Team

Our team of experts is dedicated to providing exceptional service, building long-term relationships with clients, and helping you achieve your financial goals. We're proud to have a diverse and experienced team, with a deep understanding of the financial industry, and a heartfelt commitment to our clients.

What Our Clients Say

Hear from our satisfied clients, who have trusted us with their financial planning and wealth management needs. From individuals to corporations, our clients appreciate our expertise, personalized approach, and dedication to delivering results.

About St. James's Place

St. James's Place is one of the UK's largest financial advice companies, founded in 1991. With nearly 1,000,000 clients and over 168 billion in assets under management, we're committed to helping individuals, families, and businesses achieve their financial aspirations.