Welcome to Chalice Financial Planning
We offer holistic, personalised financial planning, with a focused passionon helping you achieve your financial goals.
Our mission is to support individuals and families, like you, reach, and retain, financial independence.
We will do so by living and breathing our core values - to act with integrity, to be dependable, and to build real relationships with you.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 17/11/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
