Chameleon have built effective relationships and partnered many professional connections. We understand that many accountants, solicitors and insurance brokers have considered offering a financial planning service to stand out from their competitors, however managing the regulatory and compliance requirements is too complex and too much hassle for most firms.
We have designed a solution that allows professional connections to offer a financial planning service to their clients, without any hassle or ongoing compliance costs as thees are managed by Chameleon. This allows firms to offer a wider service proposition, creating greater loyalty to the firm as well as increasing revenue.
Here at Chameleon Financial Planning we strongly believe that to provide effective advice to clients, our services should encompass more than just their financial planning needs. It should also consider the legal and accounting aspects of their affairs. Therefore, we work alongside a number of accountancy and legal firms to ensure our mutual clients receive the highest quality of service.
Having the opportunity to offer your clients an additional professional service can be an important aspect to a successful business. It allows firms to expand the services they offer and strengthen client relationships. Chameleon Financial Planning can add value to firms by providing their clients with holistic independent financial advice whilst retaining all of the compliance costs and risk.
The benefits of working together
We believe that building strong relationships is vital to the success of any business and this is reflected in our professional services proposition. After deciding on the most appropriate arrangement to suit your business model, you will find a willing and experienced partner offering another dimension to your existing services. To ascertain how we may assist you, we would welcome the opportunity to discuss the way in which you currently provide financial planning advice to your clients.
Chameleon Financial Planning Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Chameleon Financial Planning Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 785369. Registered in England and Wales company registration number 10764814. Registered Office: Chameleon Financial Planning, Unit 1, Guest House Farm, Runshaw Lane, Euxton, Chorley, PR7 6HD The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.