Expertise
- Inheritance Tax Planning
- Wealth Management
- Pensions
- Income Protection
- family protection
- Pension Transfers
- investment planning
- Pensions on Divorce
- Investment
- ISA's
- Retirement Planning
- Financial Planning
- Estate planning
- Business Protection
- key person insurance
- shareholder protection
- relevant life plans
- Pension Planning
- Succession Planning
- Pension Consolidation
- investing
- Stocks and shares ISA
- Tax-Efficient Planning
- Trust Planning
- Later Life
- Savings & Investments
- Financial Adviser
- Financial Advisor
- Wealth Accumulation
- Wealth Advisor
- Wealth planning
Summary
Chandler Financial was founded on the principle that expert financial guidance should be accessible, transparent, and available to all. After spending two decades in the industry, I recognised that many people felt overwhelmed by the jargon and complexity of the financial world. I started this business to bridge that gap, supporting not only clients directly but working with a number of mortgage intermediaries to mutually support their clients to make sure they have all aspects of their financial needs covered. I don’t just look at numbers; I look at the people behind them to ensure every recommendation aligns with your unique story.
Understanding my clients is key whether your a standard salary earner, self employed or an IT professional navigating the nuances of your own specific financial profile I am here to support you in all your financial goals.
My goal for the future is to continue growing this firm and make it a cornerstone of the community, helping you and your family build lasting legacies. When you work with me, you aren’t just getting an Adviser; you’re gaining a dedicated advocate committed to your long-term success.
Experience
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Chandler Financial
Principle
1 - 5 Employees 2026 - Current
Principle of Chandler Financial
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Co Operative Bank
Business/Corporate Development Manager
500+ Employees 2015 - CurrentDealind with Business Development and Corporate Account management in the the finance and banking sector
Qualifications
DIPFA
