Adler Financial Planning Ltd have formally taken over the running of financial planning service Chapel Court Wealth Planning Ltd
The financial services landscape has changed significantly over the last few years and we could see the importance of being able to meet the ever increasing need for specialist advice and knowledge in these complex and changing markets.
Our main focus is to ensure that you, the client, continue to receive the best possible service and advice for your financial needs. We are confident that we can offer this specialist knowledge together with additional resources and client support. Furthermore, we can offer you access to a wider range of services including general / commercial insurance and mortgage broking services.
Business as usual
The good news is that you can still access these services in the same way and Jo and Sarah, who have dealt with your day to day enquiries for the last nine years, are still a key part of our team. The only change is the contact number which is now 01926 936001.
Chapel Court Wealth Planning has always maintained very close links with the accounting specialists within Burgis & Bullock and this close working relationship will be continued by Adler Financial Planning going forward. If you feel that you would like a review of your position, please contact us and we will be happy to arrange a mutually convenient time.
About Adler Financial Planning
Adler Financial Planning services are focused on clients’ lifetime needs, targets and aspirations. Advice is provided by highly experienced and qualified individuals who have recourse to a team specialising in a very wide range of financial and business disciplines.
The theme “…spend, save, share, secure”, describes an individual’s financial journey throughout their lifetime. Good independent advice at vital stages is the foundation of sound decision making. Adler Financial Planning exists to provide that advice with a view to the long term financial well being of clients.
How We Are Different
If you look at an object, say a tree or a building for example, what you see depends upon a number of factors, where you are standing, the light conditions, the weather; and things change everyday. Your financial life is very much the same, when making decisions you need a complete view from all angles. There are many facets to your life, and they change. Today’s decisions might need amending tomorrow.
That’s why for every client we construct a lifetime cash-flow model with the main objective of ensuring that you never run out of money – whatever happens. At an initial informal meeting we listen to you, your plans, needs, hopes, dreams and learn about what is most important to you.