Welcome to Chalice Financial Planning
Where everything we do is about making your financial dreams a reality. Our passionate advice is focused on helping you achieve your goals, whether it's retirement planning, investment planning, tax-planning or family protection planning. Start your journey to financial success today with Chalice Financial Planning.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 20/12/2023
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.
