Our Company

Chapter Wealth Management Ltd. provides reliable financial advice for private individuals and business owners in a wide range of important areas including investments, inheritance tax planning, pensions and protection.

We have found that while clients share similar concerns they need individual solutions and by working closely with each client, regularly reviewing their individual or company situation, clear objectives can be established to help achieve financial aims and aspirations.

Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.  Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.

As professional Independent Financial Advisers, we have access to a broad range of products and services available in the UK, as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent.

You will receive a personal service designed to meet your short, medium and long-term needs using products which have been researched and carefully selected from the leading providers in the industry.

The following are areas we specialise in:

  • Investment Strategies
  • Retirement Planning
  • Tax Planning Strategies
  • Investments for Growth and/or Income
  • Annuities
  • Income Protection
  • Life Cover
  • Critical Illness
  • School Fees Planning
  • Tax & Estate Planning
  • Mortgages

For more information on any of these areas please feel free to contact us.

Clients requiring mortgage advice will be referred to a 3rd party mortgage broker company. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Taxation and estate planning are not regulated by the Financial Conduct Authority.

The value of investments and the income from them can go down in value. You may not get back the original amount invested.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Chapter Wealth Management is authorised and regulated by the Financial Conduct Authority, number 714940


The Financial Conduct Authority does not regulate taxation, commercial borrowing, IHT planning and most forms of Buy-to-let mortgage.

Registered in England and Wales, number 07941744

Registered address is the same as detailed in contact details

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Contact Us

Address:Chapter Wealth Management Ltd.
 2c Kirkgate,
 N.E Lincolnshire,
 DN37 0LS
Telephone:01472 825757
E-mail: info@chapterwealth.com