Who we are
At Chequers Financial Planning we provide holistic financial advice for individuals and businesses.
We specialise in:
- Investment Planning
- Retirement Planning
- Mortgages
- Personal/Business Protection
- Estate Planning
By understanding each individual on a personal basis through relaxed discussions, we can offer a truly personal service. Our aim is to make your financial decisions easier throughout your life, whatever stage you are at.
We strive to offer the best possible service standards for both new and existing clients aiming to build long term, trusted relationships.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
