Chambers Financial Planning is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The FSA do not regulate some forms of Tax Planning.
For advice on any of the above, contact us now.

Chambers Financial Planning

15 Dane Close
Winsley
Bradford on Avon
Wiltshire BA15 2NA

Tel No:
(01225) 863737

EMail:

agoddard@cfp.uk.com

Trust

Investments & Portfolio Planning

Of course, every client has a unique situation with their own objectives and needs. To enable the financial planning process, the client's taxation position, attitude to risk, income and growth requirements, capital expenditure requirements, existing income and investment position all need to be taken into account. Age, health and time spans must also be taken into consideration. Having established all of these factors, appropriate recommendations can then be made.


Chambers Financial Planning
Independent Financial Advisers