Chapman Associates

Providing clarity and peace of mind in matters financial

Chapmans Financial, a Senior Partner Practice of St. James's Place, has been guiding individuals, families, and businesses towards financial security since 1994. We offer a comprehensive range of services designed to help you achieve your financial goals, whatever your situation or aspirations.

Who We Are

Our team of experienced planners and financial advisors possesses in-depth knowledge and expertise in all aspects of financial planning. We take a holistic approach, considering your individual needs, goals, and aspirations to create a tailored plan that aligns with your unique circumstances.

What We Do

Our wide range of services cover every facet of financial planning, including:

1. Investment Planning

• Personalized portfolio construction and review
• Retirement planning and analysis
• Risk management strategies
• Tax optimization strategies

2. Retirement Planning

• Comprehensive assessments of your retirement goals and potential
• Development of a personalized savings and investment plan
• Guidance on state pension contributions and tax relief options

3. Wealth Protection

• Inheritance and succession planning
• Trust establishment and review
• Life insurance and critical illness cover analysis

4. Business Planning

• Succession planning and continuity strategies
• Employee benefits review and optimization
• Tax mitigation strategies

5. Financial Review and Monitoring

• Regular review and adjustment of your plan to ensure it remains aligned with your evolving financial goals and circumstances
• Comprehensive reporting and communication to keep you updated on your financial health

Our Commitment

At Chapmans Financial, we pride ourselves on building long-term relationships with our clients. We believe in open communication, transparency, and personalized attention. Your success is our success.

Our Values

• Client-centered: We prioritize your goals and interests.
• Integrity: We uphold the highest ethical standards and values.
• Professionalism: We offer exceptional expertise and personalized service.
• Transparency: We provide clear and concise information about your financial plan.

Get Started Today

Contact us to schedule a complimentary consultation and discuss your financial needs with one of our experienced planners.