Chadney Bulgin

read moreIf 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 CII is the world's leading organisation for insurance and financial services and only allow this title to be used by firms that meet the highest levels of professionalism, knowledge and capability. To maintain our status we must commit and adhere to the CII's Code of Ethics.

read moreOur 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 investment market is extremely complex, and we want to make sure that your money is invested in the correct place for you. That is why we will not make any recommendation to you until we have found out more about what you want from your investment, when you want it and what other investments you may have. We will then aim to regularly review your investments with you to ensure they are still appropriate to your requirements.

read moreOur objective is to provide a comprehensive service that is delivered by experts that really understand their subject, so that you don't have to. Nowadays people are often affected by taxes that are unfamiliar to them, or only have an impact at certain times, such as inheritance tax or capital gains tax. They might also receive income from more than one source, such as from both employment and self-employment, which can become complicated. Understanding your tax position is therefore crucial as it has an impact on many other areas, including your investments.

read moreOur 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 pensions may be growing all over the place, or they may be sitting nicely in one big pot. However you've got to where you are today, they will have value. The question is: will your pensions produce enough income for you when you decide to retire? We cut through the complexity of pensions by concentrating on this simple question. The pensions plan we build for you is constructed around your answer.

read moreIt 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. Before you become a client with us we will ask you to read and sign a Client Agreement form so that you understand how we operate and how we charge for our services. Chadney Bulgin is a trading name of Chadney Bulgin LLP which is authorised and regulated by the Financial Conduct Authority.

read moreIn the complex and ever changing world of mortgages our experts will provide you with a comprehensive service to help you through the process of researching lenders, making applications and following your application through to completion. Where you get your mortgage can have a significant impact on your finances. Some mortgage advisors only work for one lender, others for a limited number and this in itself should be considered. Why is it so important? Because a mortgage is a long-term commitment, so if you end up with a poor deal you will literally be paying the price for a very long time.