Business Details
25 Years
experience
Trusted Financial Advisers in Newport, Wales
Chapelwood Financial Planning was established in 2001 by brothers Peter Bassage and Ken Bassage-Morgan, who bring decades of combined experience in independent financial advisory services. Based in Newport, Wales, we specialise in financial planning integrated with wills and trusts, serving clients across the UK. Our team of six professionals delivers personalised, jargon-free advice, focusing on investment management, retirement planning, protection strategies, and estate planning. We prioritise client needs through a six-step process: comprehensive fact-finding, risk profiling, analysis of existing arrangements, tailored product research, transparent implementation, and ongoing portfolio monitoring.Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while fostering long-term client relationships built on trust and demonstrable results. Our proprietary performance review system ensures continuous oversight of investments, with quarterly internal assessments and annual client reviews. Client testimonials consistently highlight our ability to balance risk and return effectively, supported by our directors' expertise in navigating complex financial landscapes.
Services
Financial Planning
Investment Management
Retirement Planning
Protection Planning
Estate Planning
Business Planning
Wills & Trusts
Portfolio Review
Risk Assessment
Pension Advice
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in financial planning
- Our team consists of certified experts with extensive industry knowledge
- We provide personalised financial strategies tailored to your unique needs
- Our comprehensive review process ensures optimal investment performance
- We are regulated by the Financial Conduct Authority for your protection
Associations and certifications
- Financial Conduct Authority
What people say
Consistently excellent service
Professional and reliable service
Tower of strength
Sympathetic advice
Balanced safety and risk
Services
Financial Planning
Our comprehensive financial planning service begins with a detailed assessment of your current financial position and future goals. We create tailored strategies that address investment growth, risk management, and long-term wealth preservation. Our six-step process ensures every recommendation aligns with your specific circumstances and risk tolerance.
Investment Management
We offer expert investment management with ongoing portfolio monitoring and quarterly performance reviews. Our approach combines market analysis with personal risk profiling to create diversified investment strategies that adapt to changing market conditions while maintaining your financial objectives.
Retirement Planning
Our retirement planning service helps you navigate complex pension options and tax-efficient savings strategies. We develop comprehensive plans that ensure financial security during retirement while considering changing regulations and market conditions that may affect your long-term income.
Estate Planning
Through our sister company, we provide integrated estate planning solutions that protect family wealth and minimise inheritance tax. Our services include will creation, trust establishment, and succession planning to ensure your assets are distributed according to your wishes with maximum tax efficiency.
Protection Planning
We offer comprehensive protection solutions including life insurance, critical illness cover, and income protection. Our approach ensures your family's financial security while balancing premium costs with appropriate coverage levels tailored to your specific circumstances and family needs.
People
Peter Bassage
Director
Qualified Independent Financial Advisor with over 20 years' experience. Specialises in investment strategy and portfolio management. Co-founder of Chapelwood with expertise in delivering tailored financial solutions to private clients across the UK.
Ken Bassage-Morgan
Director
Former mainstream financial advisor turned independent expert. Focuses on retirement planning and protection strategies. Co-founder with extensive experience in navigating complex financial products and creating client-focused solutions that balance risk and return.
Questions
What financial services do you specialise in?
We specialise in financial planning, investment management, retirement planning, protection strategies, and estate planning through our sister company.
How do you tailor financial plans to individual needs?
Our six-step process begins with comprehensive fact-finding and risk assessment to create personalised strategies that align with your specific goals and circumstances.
Are you regulated by any official body?
Yes, we are regulated by the Financial Conduct Authority and maintain strict compliance with all financial services regulations.
How do you monitor investment performance?
We conduct quarterly internal reviews and annual client reviews, with ongoing monitoring of portfolio performance, volatility, and charges throughout the year.
What areas do you serve?
While based in Newport, Wales, we provide financial advisory services to clients throughout the United Kingdom.
How experienced is your team?
Our directors have over 20 years' experience in financial advisory services, supported by a team of qualified professionals with extensive industry knowledge.
