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Qualified to do the job

If you have a legal issue you consult a qualified solicitor. If you need help with a financial matter we think you should consult us because our expert advisers are all extremely well qualified. You might expect us to say that, but what does it actually mean for you?

Our Company

The Chartered Insurance Institute (CII) has awarded the prestigious “Chartered Financial Planners” title to Chadney Bulgin.

The CII is the world’s leading organisation for insurance and financial services and only allow this title to be used by firms that meet the highest levels of professionalism, knowledge and capability. To maintain our status we must commit and adhere to the CII’s Code of Ethics.

Our team

If you speak to one of our expert advisers they will be well qualified to help you. In addition to qualification for financial planning they have specialisations in subjects such as tax planning and wealth management. Take a scan through the team profiles and you will see that we take professional development seriously. Everyone on our team is supported and encouraged to develop their skills through a structured programme of personal professional development.

Whatever your financial requirements, you can be confident that our team have the knowledge and ability to help you.

PROFESSIONAL BODIES

We are authorised and regulated by the Financial Conduct Authority (FCA)

FCA WEBSITE

Quick facts

We are qualified
We are Chartered Financial Planners

We are established
We opened in 1993 and many of our original clients remain with us

We are independent
We’re privately owned and offer impartial advice

We are successful
A top 100 IFA firm in the UK

We are trusted
The majority of our clients have been recommended by other clients

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves