Here at Chrysalis Wealth Management, we have one goal in mind- to give you financial advice that is suitable for your individual needs. We do this through providing expert advice on a wide range of financial areas, then putting together a plan that’s tailored to your individual need and objectives, giving you a peace of mind about your financial future.
Our friendly team can cover the whole of the UK and Northern Ireland, providing our specialist knowledge and a helping hand on the decisions that matter the most to them. Our team is constantly growing to make sure that we can be the guiding hand through all your financial needs. We’re committed to building face to face lasting relationships in a friendly manner where you're at the heart of everything that we do.
Your Chrysalis Wealth adviser can meet you at a time and place that suits you. Whether this is at home, work or even our offices, you can be at ease in discussing your personal situation and aspirations. In today's ever-changing world we make a difference by listening and working together, everything we do is centred on you - the customer - and your needs.
What do we do?
At Chrysalis Wealth Management we promise to understand the things that matter most to you. We offer transparent, personalised and insightful advice that meets your specific needs.
We are a company built around the core principles of trust and values. We understand our commitment to do our best for our customers, whether that be providing pension advice, savings and investment planning or offering insight into estate planning. Our goal is to always support and do our best for you and your family. We know that by working together, the decisions you make today will define and guide your lives for tomorrow.
Our areas of expertise include
Here are the financial planning services that we offer…
Pensions
Retirement should be a time to enjoy ourselves. So, our retirement planning service aims to help you do just that! Whether your retirement is some way off in the future, or you are already there, we can review your existing arrangements, identify any gaps and recommend ways to ensure that your pension plans really do add up to the type of retirement that you want to have.
You now have more choice than ever when it comes to how you draw on your retirement assets. The main thing to keep in mind, is that there is no ‘one size fits all’ solution. What works for someone else may not be the right thing for you. Which is where we come in, offering personal advice that meets your goals, aspirations and financial requirements.
Savings & Investments
If you’re looking to invest for the future then we can help put together a portfolio that meets your objectives and your attitude to risk. Whether you like to take risks with the aim to generate higher returns, or you need the comfort of guaranteed returns. Then we can recommend a tailored solution for your individual investment needs, making the most of any tax allowances that are available. This could include investment bonds, unit trusts or even the latest WRAP and asset management systems that put together and manage a range of different funds that all work together to meet your needs.
By understanding your goals, time scales and risk appetite, we can plan an investment solution that’s right for you. Backed by vigorous research, we’ll construct a personalised portfolio for you. We will then use our investment expertise to monitor and manage your wealth with care, so you can focus on the things that matter most in life.
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.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
At Chrysalis Wealth Management we help you navigate uncertainties, protecting your wealth against the known and unforeseen risks. So, you can enjoy peace of mind today and in the future.
Financial Planning
We all have dreams for the future, whether it’s buying a home, starting a family, or planning for retirement. But turning those dreams into reality requires careful financial planning.
At Chrysalis Wealth Management, we help you make informed decisions to secure your financial future, both now and in the years ahead. From managing savings and investments to protecting your income and planning your legacy, we guide you through every stage of life.
Key Milestones in Financial Planning:
✔ Buying a home
✔ Growing your family
✔ Advancing your career
✔ Planning for retirement
✔ Securing your legacy
A well-structured financial plan can help you to grow your wealth, protect your loved ones and ensure financial security for the future.
Taxation
Taxation affects us all, whether it’s income tax, capital gains tax or inheritance tax. With ever-changing rules and allowances, navigating the tax system can be complex.
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 an expert, to help manage the most efficient way to arrange your finances.
With expert planning, you can take advantage of available reliefs and allowances, ensuring you don’t pay more than necessary.
Not too sure where to start?
Then why don’t you give us a call for a consultation to establish your requirements and see how we can help be the guiding hand through all your financial needs, for not only you but your family too!
