2 Chapel Court, Holly Walk, Leamington Spa CV32 4YS • Email: info@chapelcourtwealth.co.uk

Chapel Court Wealth Planning is part of a long established firm of Chartered Accountants with expertise in the fields of taxation, corporate finance, audit and financial planning.

Chapel Court Wealth Planning services are focused on clients’ lifetime needs, targets and aspirations. Advice is provided by highly experienced and qualified individuals who have recourse to a team specialising in a very wide range of financial and business disciplines.

The theme “…spend, save, share, secure”, describes an individual’s financial journey throughout their lifetime. Good independent advice at vital stages is the foundation of sound decision making. Chapel Court Wealth Planning exists to provide that advice with a view to the long term financial well being of clients.

What is ‘Wealth Planning’?

It’s much the same as planning any project or event like a holiday or a wedding.

The process considers questions such as; ‘Where are you now?’; ‘Where do you want to be?’ and, most importantly, ‘How can you achieve it?’ A great deal of technical knowledge is required throughout the process in order to avoid numerous potential pitfalls along the way and that is where Chapel Court’s advice comes in. You might also need help to implement plans and recommendations and that is also part of the service.

Wealth Planning is not just a report; it is the process of working through the questions that helps to lay a firm footing to your financial life. A secure foundation must lead to peace of mind in the rest of your life’s venture. It takes place over the long term and is not just a quick fix solution.

Clients tell us that they feel more settled, organised and less cluttered. Very often one partner has never been involved in financial decisions and this process helps them to understand the issues.

Please feel free to talk to us about how we can help you.

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