Paulo Costa
With over a decade in financial services, my work is driven by one purpose: empowering individuals and families to achieve and maintain true financial independence. I focus on making financial planning clear, approachable, and tailored—so you can make confident decisions and build a future that supports the life you want.
About
Chalice Financial Planning, a dynamic and emerging financial advisory firm, is dedicated to establishing a lasting legacy in the industry. Although our company is in its early stages, we are driven by a steadfast commitment to serving our clients for generations to come. Our vision is rooted in the belief that sound financial guidance should be a timeless and unwavering resource, and we are dedicated to building a future where our expertise and client-centric approach continue to thrive.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
