Most people are unaware of how to make the most out of the assets and wealth they have accumulated over their lifetime. Whether you're a business owner looking to future-proof your business, approaching retirement, or looking to pass on your assets to the next generation, navigating the world of financial planning can often be complex.
However, with our tools, expertise and resources, we can create a financial plan which streamlines your aspirations alongside your assets, enabling you to fulfil your life goals. The pension landscape is complex. There is now greater choice than ever before when it comes to your retirement options, making the need for effective financial advice more important than ever.
However, with our tools, expertise and resources, we can create a financial plan which streamlines your aspirations alongside your assets, enabling you to fulfil your life goals. The pension landscape is complex. There is now greater choice than ever before when it comes to your retirement options, making the need for effective financial advice more important than ever.
Services
Chameleon Financial Planning is a professional firm of independent financial planners, providing holistic, financial planning advice to individuals and businesses. We read the fine print and break down the jargon so we can clearly explain your available options to you. Whether it's running your business or simply enjoying your retirement, we spend our time crunching the numbers so you can spend more time focusing on what's important to you.
With a broad range of backgrounds and over 70 years' of combined experience, we don't just think outside the box; we act outside the box. Our advisers are passionate about providing the best financial advice to both individuals and businesses, and we pride ourselves on putting our clients at the heart of everything we do.
We are proud of the financial journeys we have helped our clients navigate. From uncertainty and worry, to clarity and confidence, it's our role to guide you through - and we think our passion for doing so shows in what our clients have to say. Here are some of their stories. Frank and Christine run their own business and have recently taken a step into semi-retirement which they are enjoying thoroughly.
Chameleon have built effective relationships and partnered many professional connections. We understand that many accountants, solicitors and insurance brokers have considered offering a financial planning service to stand out from their competitors, however managing the regulatory and compliance requirements is too complex and too much hassle for most firms.
We understand that business owners and entrepreneurs can be under constant pressure to run and build their businesses, so finding the time to learn how to deal with financial planning aspects can be very difficult. The expertise of our dedicated financial planners has helped many businesses, from start up firms through to multi-million pound turnover companies.
Reviews (6)
Jill Lucas
Nov 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
The service from Gurdit and the rest of the team at Chameleon is outstanding. They listen carefully, are always available when we need them and we completely trust their advice. We get excellent reports and the online portal is very helpful. Overall, we feel much more secure for the future since we have been supported by Gurdit.
The service from Gurdit and the rest of the team at Chameleon is outstanding. They listen carefully, are always available when we need them and we completely trust their advice. We get excellent reports and the online portal is very helpful. Overall, we feel much more secure for the future since we have been supported by Gurdit.
Paul Fairbrother
Oct 29, 2021
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Absolutely a brilliant team.
Great guy, great company, with a great people.
All the team are excellent I can always be sure I am getting the best advice .
it's like a big family that I feel a valued part of.
if I need any advice I know I can contact Gurdit and it will be sorted.
Thanks again
Great job everyone
Great guy, great company, with a great people.
All the team are excellent I can always be sure I am getting the best advice .
it's like a big family that I feel a valued part of.
if I need any advice I know I can contact Gurdit and it will be sorted.
Thanks again
Great job everyone
Stephen Platt
Oct 28, 2021
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The excellent advise, coupled with low costs of being with Chameleon have helped me achieve my goal of retirement at age 55. I've known Gurdit and his team for many years now and the sound professional advice I have received has helped grow and protected my investments, even through the pandemic. Gurdit and his team fully understand my priorities.
Jeff Wilson
Sep 26, 2021
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Was recommended by a trustworthy friend and having had a meeting with Mike Lovell, agreed to Chameleon Financial Planning dealing with my pension pot and all financial matters. All issues were dealt with in a professional and timely manner with excellent results. No hard sell just sound advise and genuine interest in achieving my goals. Well done !!
David Broom
Jul 16, 2021
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Peter Le
Dec 22, 2019
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