All About Us...
... Chartered Financial Planners
The Chartered Insurance Institute (CII) has awarded the prestigious "Chartered Financial Planners" title to Chadney Bulgin.
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
To date, less than 300 firms in the UK have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.
Why should you choose Chadney Bulgin?
When did you last take a long, hard look at your financial affairs? The chances are that you have been so busy with other aspects of your life - your family, business or career - that you may have forgotten to attend to the financial foundations. With all the tax and financial changes that have taken place in recent years, you almost certainly need help from an organisation that is on your side, and can advise on the whole of the market.
With finances and financial planning becoming ever more complicated, there has never been a better time to take advice from local experts you can trust.
We regularly issue a newsletter to clients - to download the latest copy click here.
How we work
When we first meet, we will discuss your aims and needs in general before going on to conduct a thorough financial review. The first consultation is free of charge and you are under no obligation to take our advice. You will be made aware of our charging structure prior to any subsequent work being undertaken.
Following our review, we will consider your situation and needs in detail, before if appropriate, writing a full report of our conclusions and presenting it to you at a subsequent meeting. We will then discuss our conclusions and recommendations with you, before agreeing the priorities.
Our advisers cover the whole of the South of England from our offices in Fleet :
89 Fleet Road, Fleet, Hants, GU51 3PJ 01252 788888
