Our friendly and knowledgeable team of financial planning experts provide a personalised service to individuals and businesses across East London, Essex and beyond. We then identify effective solutions to help you enjoy a more comfortable financial journey through life.
To find out how we can help you make the right financial planning choices that are right for you, your family and your business, contact us today for a free, no obligation initial consultation.Neil is a Fellow of the Chartered Insurance Institute, and member of the Personal Finance Society. He holds the Level 4 Diploma in Financial Services and the CII G60 Pension Qualification.
To find out how we can help you make the right financial planning choices that are right for you, your family and your business, contact us today for a free, no obligation initial consultation.Neil is a Fellow of the Chartered Insurance Institute, and member of the Personal Finance Society. He holds the Level 4 Diploma in Financial Services and the CII G60 Pension Qualification.
Services
At CHC Wealth, our aim is to give clients the peace of mind that comes from making well-informed decisions and a sense of control over the financial journey through the stages of their life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve these goals.
Life is full of uncertainties and it can often seem a challenging task to plan for the unexpected. Although you cannot plan for every eventuality, it is prudent to put in place plans for certain future life events, which may or may not happen, such as illness or redundancy, as well as future events, such as a death, which ultimately cannot be avoided!
Most of us look forward to the day when we can retire and take life a little easier, away from the pressures of work, with the opportunity to focus on leisure pursuits or more time to spend with the family. However, many people worry that their pensions and investments will be insufficient to afford the quality of life that they hope for.
According to the Institute of Financial Planning, people who save or invest small amounts of money early often tend to do better than those who wait until later in life. The right advice is key to helping you make the most of your income, savings, or investments. At CHC Wealth we can help you define exactly what you require to make your financial goals a reality and help you to achieve them by careful financial planning and investment.
Getting the right mortgage deal can be a challenging process, particularly in a climate where lending criteria has been tightened, making funds harder to obtain. There are many different types of mortgages on the market these days so it is not surprising that many people find the process bewildering and stressful.
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