Team Member Profile - Financial advisers, investment and pensions advice and mortgage brokers in - Derby - Chrysalis Wealth Management Ltd

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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.
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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 about your financial future, short, medium and long term.

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ...
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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.
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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.
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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 ...
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Meet Paul Hancox

07725 308392
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Paul Hancox

Compliance Director
I have worked in the Financial Services Industry for 33 years. The first 29 years were with several large Corporate companies, I started as an adviser and advanced to senior management positions.
In 2011 I set up my own Financial Services Company where I could continue to apply the values of customer service that were important to me and ensure our customers received an individually tailored service of the highest standard.
I am a family orientated person being married for 32 years with 3 children and recently a new granddaughter. My main interests outside of the business are football and fishing. I am Chairman of Osmaston Football Club and a keen supporter of Derby County and spend my weekends and holidays Carp and Big Game Fishing.

THE GUIDANCE PROVIDED WITHIN THIS WEBSITE IS SUBJECT TO THE UK REGULATORY REGIME AND IS THEREFORE PRIMARILY TARGETED AT CONSUMERS BASED IN THE UK.

CHRYSALIS WEALTH MANAGEMENT LTD IS AN APPOINTED REPRESENTATIVE OF TENETCONNECT LTD WHICH IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. TENETCONNECT LTD IS ENTERED ON THE FINANCIAL SERVICES REGISTER (www.fca.org.uk/register) UNDER REFERENCE 149826.

REGISTERED ADDRESS AS COMPANY ADDRESS

REGISTERED IN ENGLAND & WALES UNDER REFERENCE: 09612918

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Chrysalis Wealth Management Ltd
4 St. Georges House
Vernon Gate
Derby
Derbyshire
DE1 1UQ
T: 03333 449321
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