Value proposition

Independent financial advice in Guildford & the South East.

Financial planning to help you succeed, whoever you are.

Chapters Financial is an independent financial adviser (IFA) / planner, with over 18 years of experience in the sector. Our team is on hand to support you in making the right financial decisions to align with your goals for your future and into your retirement.

Financial planning is about why you are motivated to create your life story and what you want to achieve on the way in each chapter.

Established in 2004, we are Chartered Financial Planners and Independent Financial Advisers (IFA) offering bespoke financial planning and advice for individuals, businesses (SMEs), trustees and charitable trusts.

Our clients trust us, seeking our advice at every twist and turn that life brings and in return, we know them. We know our clients’ concerns, aspirations and hopes for their future and for the security of their loved ones.

Serving Surrey from our Guildford Tunsgate office, we specialise in financial planning advice on:

- Pension and retirement planning
- Divorce
- Auto-enrolment
- Workplace pensions for employers/businesses
- Self-Invested personal pensions (SIPPs)
- Investments & ISAs
- Insurance
- Long term care
- Inheritance tax planning
- Overall financial planning

This is not an exhaustive list and regular updates are posted on our website, www.chaptersfinancial.com

Our office is located at 2-3 Tunsgate, Guildford, Surrey, GU1 3QT.

Our latest blogs and information can be viewed at www.chaptersfinancial.com or see @ChaptersMoney on Twitter. #Financialthoughts Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority, number 402899. #Ad


Pension, Investment and Retirement planning, Auto-Enrolment/ Employer pensions/NEST, Pensions in divorce, SME/Business Owner advice, and Financial Planning