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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

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Retirement Planning

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account.

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Welcome to Chrysalis Wealth Management Ltd - Financial Advisers

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 03333 449321 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

Be aware of investment scams - Investment scams can come in all shapes and sizes, so please be aware of them and keep safe. You can find out more details about investment scams and what to look out for by visiting the Financial Conduct Authority’s website - http://scamsmart.fca.org.uk.

FOR INVESTMENTS & PENSIONS WE OFFER RESTRICTED ADVICE AND SO WE WILL ADVISE AND MAKE A RECOMMENDATION FOR YOU AFTER WE HAVE ASSESSED YOUR NEEDS, BUT WE ONLY OFFER PRODUCTS FROM ONE COMPANY OR A LIMITED NUMBER OF COMPANIES.

 

    • Wealth Management

      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. 

      Read more
    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions ...

      Read more
    • Retirement Planning

      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 ...

      Read more
    • Savings & Investments

      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 ...

      Read more
    • Taxation

      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 ...

      Read more