Individual services

Financial planning made simple

Investment & wealth management

Are you currently happy with the return on your savings and investments? Do you understand how the costs of your investments work? Are your investments as tax efficient as possible? 

Many investors have experienced high volatility, poor diversification and excess costs on their investments which has driven down their investment return.

Here at Chameleon, we have the insight and knowledge to create tailored investment strategies which aim to maximise our clients return. Following a thorough assessment of your circumstances, we will create a truly bespoke investment solution, designed to meet your individual needs and aspirations.

Pensions and retirement planning

Do you know how your pension is performing and what it's costing you? Do you know how much pension income you will receive in retirement? Are you fully aware of your options available in retirement? 

In an ever changing financial world, planning for retirement has become even more challenging. This makes the need for effective financial advice more important than ever. At Chameleon we pride ourselves on having a robust and thorough process to help you achieve your retirement goals.

Whether you need to review your existing plans or start your retirement planning journey, let us help you accomplish your future financial plan.

Inheritance tax and estate planning

Are you worried about the potential inheritance tax liability your family may incur? Are you fully aware of the options available when transferring your wealth to your family? Are the necessary steps in place to transfer your estate to your family? 

You spend your life working hard to build your wealth, which eventually is passed on to your family, however without careful planning, your family could find a large proportion of your estate being used to pay an inheritance tax bill.

With careful planning and consideration to tax implications, we can produce a structured financial plan to
reduce your inheritance tax, whilst maintaining flexibility and control of your assets.

Protecting you and your family

Are the necessary steps in place to ensure your loved ones are looked after? Can your family afford to maintain the same standard of living if you are unable to work? Is your current level of life cover the right amount for you and your family?

Many people forget to protect what is most important in their lives; their family and themselves. Sometimes this can be a difficult conversation, however Chameleon understand the importance of protecting you and your loved ones in the event of challenging situations and we are able to create bespoke protection plans to ensure you have a safety net in place to cover different eventualities.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

The Financial Conduct Authority does not regulate Tax & Estate Planning

Contact us

Chameleon Financial Planning
Unit 1 Guest House Farm
Runshaw Lane
0800 368 9687
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