Business Details
32 Years
experience
Your Trusted Financial Advisers in Melton Mowbray
Chapmans Financial, a Senior Partner Practice of St. James's Place, has been delivering comprehensive financial planning solutions since 1994. Our expertise spans investment management, retirement planning, and wealth protection for individuals, families, and businesses. As Chartered Financial Planners, we combine rigorous professional standards with a client-centric approach, ensuring tailored advice that aligns with long-term financial goals. Our team specialises in integrating personal and business financial strategies, offering clarity and peace of mind through complex financial landscapes. With a proven track record in intergenerational wealth management, we prioritise transparent communication and ethical practices.Our partnership with St. James's Place Wealth Management plc, authorised and regulated by the Financial Conduct Authority, reinforces our commitment to excellence. We focus on building enduring relationships, providing ongoing support that evolves with clients' changing needs. Our services encompass protection planning, corporate succession strategies, and mortgage solutions, addressing every stage of wealth management. By maintaining deep local market knowledge and leveraging industry-leading resources, we deliver actionable insights that empower informed decision-making. Our dedication to continuous professional development ensures clients benefit from the latest expertise in financial planning and regulatory compliance.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Details
- Year established: 1994
Highlights and features
- We are Chartered Financial Planners with 30 years' experience
- Our client-centric approach prioritises long-term financial security
- We offer integrated personal and business financial planning
- Partnership with St. James's Place Wealth Management plc (FCA-regulated)
- Specialist expertise in intergenerational wealth management
Associations and certifications
- Chartered Financial Planners
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We utilise St. James's Place's award-winning funds while maintaining rigorous risk control. Regular reviews ensure your investments remain optimised for market conditions and personal circumstances.
Retirement Planning
We develop comprehensive retirement plans considering pension contributions, tax efficiency, and income requirements. Our strategies ensure financial security during retirement while complying with evolving regulations. We specialise in SIPP management and retirement income optimisation.
Protection Planning
Our protection services cover life insurance, critical illness cover, and income protection. We assess your specific needs to create safeguards against financial risks, ensuring family security and business continuity in unforeseen circumstances.
Corporate Services
We provide business succession planning, key person protection, and corporate investment strategies. Our services help maintain financial stability during ownership transitions and protect company assets against unexpected events.
Mortgages
Our mortgage advisory service covers residential and buy-to-let financing. We offer independent advice on competitive rates, remortgaging opportunities, and property investment strategies within your overall financial plan.
People
Liam D Nash
Senior Partner
Liam D Nash, Senior Partner at Chapmans Financial, brings extensive experience in wealth management and financial planning. With over 25 years in the industry, he specialises in creating tailored investment strategies and retirement solutions for high-net-worth individuals and businesses.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial solutions, and mortgage advice. Our services cater to both individual and business clients.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
How do you approach financial planning?
We adopt a holistic approach, considering your complete financial situation to create tailored strategies. Our process involves detailed analysis, regular reviews, and ongoing support.
What areas do you cover?
While based in Melton Mowbray, we serve clients across Leicestershire, Rutland, Nottinghamshire, and surrounding regions for both in-person and virtual consultations.
What is your investment philosophy?
We focus on diversified, risk-appropriate portfolios using St. James's Place's award-winning funds. Our strategies balance growth potential with capital preservation based on individual client needs.
