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WHO WE HELP

At Chambers Financial Ltd, we offer tailored financial advice to a diverse range of clients, providing personalised strategies that meet individual needs, goals, and life stages.

Whether you’re just starting your financial journey or looking to fine-tune your retirement plans, we are here to help guide you with expert, independent, and transparent advice. Below are some of the key groups we work with:

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Young Professionals and Families

Financial advice early in life can set the foundation for long-term financial success. By establishing good financial habits, younger individuals can effectively manage their money, avoid unnecessary debt, and start building wealth sooner. Financial advice can help with budgeting, saving, and investing, ensuring that you take advantage of compounding interest, tax benefits, and other financial opportunities. Additionally, early financial guidance can help with setting and achieving long-term goals, such as buying a home or planning for retirement, providing a clear path toward financial independence and security. Our services include:

  • Budgeting and savings advice

  • Investment strategies

  • Retirement planning

  • Protection planning (life, critical illness, and income protection insurance)

Individuals Approaching Retirement

As retirement approaches, financial advice becomes crucial to ensure a smooth transition from working life to retirement. We can help you assess whether your retirement savings are sufficient to maintain your desired lifestyle, and it can help suggest strategies to maximise your income, such as optimising investment strategies, managing pension options, and creating a tax-efficient withdrawal plan from your savings. Additionally, we can help with estate planning to ensure your assets are distributed according to your wishes. This guidance provides peace of mind, knowing that your finances are in order as you move into retirement. We provide guidance on:

  • Retirement income strategies

  • Pension reviews

  • Tax-efficient retirement planning

  • Investment management

  • Estate planning and inheritance tax strategies

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Retirees

In retirement and later life, financial advice is essential for managing your resources to ensure they last throughout your lifetime. We can help you create a sustainable withdrawal strategy, balancing income needs with preserving your savings. We can also provide guidance on managing potential costs, including long-term care, and ensuring that you have a strategy beyond just your own lifespan to ensure your assets are protected for your beneficiaries. Additionally, we can help you adjust your investment strategy, providing stability and security as you enjoy your retirement years. This support ensures that you maintain financial independence and peace of mind in later life. Our services for retirees include:

  • Managing pension withdrawals and income streams

  • Investment strategies for retirement

  • Long-term care planning

  • Estate and inheritance planning

Business Owners and Entrepreneurs

As a business owner, your personal and professional finances are often closely linked. At Chambers Financial Ltd, we understand the complexities of managing both, and we offer solutions that help you grow your wealth while managing risks. Our services for business owners include:

  • Business succession planning

  • Tax optimisation

  • Retirement planning

  • Investment management

  • Cashflow management

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High Net Worth Individuals

For individuals with significant wealth, we provide bespoke financial planning services that take into account complex needs and goals. We offer tailored strategies to manage and grow your wealth, ensuring that your financial plan aligns with your lifestyle and legacy aspirations. Our services for high net worth clients include:

  • Comprehensive wealth management

  • Estate and inheritance tax planning

  • Investment and portfolio management

  • Tax-efficient strategies

  • Philanthropic planning

Achieve Your Financial Goals

At Chambers Financial Ltd, we believe in building long-term relationships based on trust, integrity, and personalised advice. No matter your financial situation or goals, we are committed to helping you achieve financial security and success. Contact us today to find out how we can support you on your financial journey.

Chambers Financial Limited is registered in England and Wales, company number 15522460.Registered office address: 18 Adams Walk, Midhurst, West Sussex, UK, GU29 0FE. Chambers Financial Limited is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA Register under reference number 197107. Chambers Financial Limited is entered on the FCA Register under reference number 1016681.​

Financial advice

‘This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.’

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