Chancellor Financial Management Ltd
6 The Courtyard
Calvin Street
Bolton
BL1 8PB
Chancellor are independent and clear thinking. We have a bespoke approach for each client as we consider the broadest possible range of financial planning options to meet their needs and to adapt to different market environments.
We work on a very personal level with clients, encouraging open dialogue to forge strong, long term relationships, built on trust.
Chancellor has a track record in providing high levels of service and expert financial advice. Regular face to face meetings ensure that we have a full understanding of personal circumstances and this allows us to play our part in helping clients to achieve their goals and aspirations.
We utilise the latest technology and systems, allowing our clients to see a clear, uncomplicated view of their finances and help them to visualise different scenarios to establish the optimum way forward.
In 2012, we were awarded the prestigious status of Chartered Financial Planners by the Chartered Insurance Institute (CII), which recognised our dedication to delivering the highest standards in financial planning. Additionally, all our advisers have achieved Chartered Financial Planner status personally.
Chancellor Financial Management Limited is registered in England and Wales with number 5766948 at 6 The Courtyard, Calvin Street, The Valley, Bolton, BL18PB, authorised and regulated by the Financial Conduct Authority (FCA number - 450927).
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.