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Professional Financial Planning is the process which aims to help you realise your ambitions. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

You will almost certainly have plans of some kind - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications ...Read More
All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

Adequate insurance is therefore not a luxury - it is an absolute necessity.
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Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious financial implications for you and your family.

Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of Health-related Insurance policies.Read More
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family and your business associates.
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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large windfall, you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing this.Read More
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.

Investing is what you do with the savings you have - if you are looking to generate a greater return on your money than is available to you through your savings instruments.Read More
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances. An expert will be able to help you plan your taxes in advance ...Read More
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future.Read More
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Client testimonials

At least life will be a bit easier now, no production worries, just got to get more work. As I said, many thanks for your cool headed advice, when I have to say, things were a bit of a muddle.

Mr RAC
Many thanks for your reply, very comprehensive as usual.

Mrs TH
Without your know how and persistence, I'm sure that *institution* wouldn't have come up with anything.

Mr RJC
Thanks for your diligence in this matter, much appreciated.

Mr & Mrs AF

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Address Details

Chater Allan Financial Services LLP
Beech House
4a Newmarket Road
Cambridge
Cambridgeshire
CB5 8DT
T: 01223 354233
F: 01223 460702
Email Us

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Chater Allan Financial Services LLP
Beech House
4a Newmarket Road
Cambridge
Cambridgeshire
CB5 8DT
T: 01223 354233
F: 01223 460702
Email Us

The guidance provided within this website is subject to the uk regulatory regime and is therefore primarily targeted at consumers based in the UK.

Chater Allan Financial Planning is a trading style of Chater Allan Financial Services LLP a Limited Liability Partnership Registered in England & Wales, No. OC331428.

Chater Allan Financial Services LLP is Authorised and Regulated by the Financial Conduct Authority.

Chater Allan Financial Services LLP is entered on the Financial Services Register (www.fca.org.uk/register) under reference 510329.

Complaints

If you wish to register a complaint, please contact us either in writing at: Chater Allan Financial Services LLP, Beech House, 4a Newmarket Road, Cambridge CB5 8DT or by phone 01223 354233.

A summary of our internal complaints handling procedures is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

Registered address same as company address.
Registered in England under reference: OC331428.
Chater Allan Financial Services LLP is a Limited Liability Partnership.