Chapter 3 Financial Planning

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Reviews

1. Jamie Luo ★★★★★

   I came across Colin's website, which is very informative and provides a transparent fee structure. So, I decided to take advantage of the free financial health check. Colin reviewed the information I had pre-filled and prepared cash flow projections and financial plan. He spent an hour in the meeting thoroughly discussing my objectives, how to achieve them, retirement plan, and numerous tax-efficiency tips. He was very helpful and applied no pressure to sell anything. I was impressed with the service and would definitely consider joining once my company is set up. Highly recommended!

   1 year ago
2. Harvey Kaye ★★★★★

   I highly recommend Chapter 3 and Colin. If you need support with financial planning, look no further. He makes it simple, is totally customer-focussed and makes you feel at ease from the get-go. Pensions, life insurance or coming up with a plan to make your money go further - Colin really knows his stuff. We're so grateful for the support and look forward to a continued relationship with him.

   1 year ago
3. Sue Ralston ★★★★★

   Having recently made a difficult decision to transfer my private pension from a nation wealth management company with a very complicated fee structure, to an independent advisor I was so relieved to meet Colin. From day one I was aware of his efficient work ethic, his wide financial knowledge and his care to individualise each of his clients. He is easily contactable, ensures he offers the sound advice and ways forward, and explains everything in a straight forward and uncomplicated way. His fees are clean cut and easy to understand and I feel very comfortable that my pension is now in the best hands. Thank you Colin.

   1 year ago

1. Tom Harris ★★★★★

   Since day 1, Colin has been excellent. He's organised, communicative and we've seen great value from both his personal and business planning services in a relatively short period of time. I'd highly recommend Colin's services!

   1 year ago
2. Albert Wang ★★★★★

   If actions speak loudest, after interviewing every UK based fixed fee financial planner we could find online, we entrusted our parents financial affairs to Colin. Colin has a wonderful ability to communicate challenging concepts with clarity and patience. Colin is an advocate of passive, index investing. Colin's pricing is exceedingly fair, unlike traditional AUM fee structures that attempt to justify itself via fear mongering (with some variant of "this is too complex for you to do without us"). It is a shame Colin is such a rarity, if you can establish yourself as a client before he runs out of capacity, consider yourself lucky.

   1 year ago
3. Dean Barlow ★★★★★

   I couldn't have asked for a better FA. Colin worked with me in great detail to create my financial strategy, this enabled me to look at my future options with great confidence. I would highly recommend Colin and Chapter 3, he is with me for life now :)

   almost 3 years ago

1. Marianne Andrews ★★★★★

   Chapter 3 has worked with me to develop a lifestyle plan, investments and pensions. His coaching style of communication has given me the utmost confidence in his services.

   almost 3 years ago
2. Timo Wilson ★★★★★

   We have used Chapter 3 and have found it to be invaluable. The work that Colin has done has been nothing short of a revelation. We would recommend Chapter 3 to anyone who really wants to get there house in order and pull together a financial strategy.

   almost 3 years ago

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