Financial planning is an integral part of everyday life. We do it almost unconsciously, from balancing the household budget to putting money aside for a holiday. Financial planning for the longer term, such as for a retirement or a house move, is not so different. However, the timescales are longer and the transactions larger - both of which increase the risks.

The net result is that financial planning for the longer term requires extensive research, more detailed planning and the discipline to implement the plan. Our business is to help you make sound financial decisions and keep you on track - so that you can live the life you want to live. Essential: Gather information you input into a contact forms newsletter and other forms across all pages.

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Services

Our Approach Report

It is vital to understand where you are in your financial journey - and where you want to be. Our 4-Step Lifestyle Planning Service ensures we build a clear picture and deliver precisely the right help for you. We offer an initial consultation, free of charge, when we will describe our services and explain our charging structure.

Our Company Report

If you have a legal issue you consult a qualified solicitor. If you need help with a financial matter we think you should consult us because our expert advisers are all extremely well qualified. You might expect us to say that, but what does it actually mean for you? The Chartered Insurance Institute (CII) has awarded the prestigious "Chartered Financial Planners" title to Chadney Bulgin.

Life Stages Report

Trying to categorise your life journey into stages that follow a logical path is almost impossible because life just isn't like that. Nevertheless we have tried to identify the financial events that you are most likely to encounter wherever you might be in your journey. We are here to help you at every stage in your life.

Care Fees Planning Report

Our objective is to provide a comprehensive service that is delivered by experts that really understand their subject, so that you don't have to. The truth is that if you plan for care fees for you or your family you will have more choices when the time comes to receive care. How it's delivered, where it's delivered and in what way it's delivered is always more flexible when you come to pay the bill.

Equity Release Report

Our objective is to provide a comprehensive service that is delivered by experts that really understand their subject, so that you don't have to. Your home is likely to be your biggest asset. And as you get older you may start to think about whether you could use some of the value tied up in your property.

Reviews (5)

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Tracey Bruch

Jan 29, 2021

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Positive: Professionalism, Quality
Been advising my parents for many years. Now ensuring that we continue to make the best decisions for them and their funds. Fantastic service.

Waqar Tariq

Oct 04, 2020

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Positive: Professionalism, Quality, Responsiveness, Value
Excellent through out full application till end .

Craig Smith

Jul 31, 2020

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Positive: Professionalism, Quality, Responsiveness, Value
I have used Chadney Bulgin services for mortgage reviews and application as well as pension planning. Every time their help and expertise has been second to none. Even during these difficult times they have just managed to secure a new mortgage for a new house. Cannot recommend enough. A shout out to Ken Prior and Chris Thompson.

Debbie Watson

Aug 20, 2019

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Simon's expertise is second to none!! If we could give 6 stars we would. Simon and Bernadett took all the stress out of finding the right deal for us. Continuous care and attention till the very end and always on the ball! Absolutely brilliant services! Thank you very much and we are highly recommending you to everyone who is looking for a broker.

Michele S.

Dec 27, 2017

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Chartered Financial Planners, great for financial planning advice, pensions, investments, buildings and contents insurance, life and protection insurances, and mortgages.