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03333 449321
Call Us Now
03333 449321
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.
read moreThe 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, 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.
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 ...
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 ...
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 ...
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 ...
Dear Sir
I just wanted to send you a quick note to say thank you to your adviser, John Moore.
I’ve known John for about 6 years and in that time he has helped with my investments and explained everything clearly in language that I understood. It was important to him that I understood what I was doing. This was unlike my previous experience of investing where I didn’t really feel valued.
We first met John Moore in 2008 when he provided us with financial advice. We were impressed with his honest, professional and straight forward approach, so we continued to seek his advice and still do to this day. We had previously used our bank adviser.
On a previous investment, we were given incorrect information on two separate occasions by the bank adviser and the company. John helped us recover a substantial sum from the company. He made several phone calls and wrote several letters without any benefit to himself.
I have been dealing with John Moore as my financial adviser for over 7 years. I previously used Lloyd’s Private Banking but transferred fully to John when my wife Chrissie passed away in 2009. My previous adviser showed little interest, however John came to my help at a very difficult time. John’s professionalism, knowledge and advice were invaluable and I have continued to use his service on a regular basis.
I have recommended John to many friends and associates who have all been delighted with the friendly and professional service he has provided. I will continue to recommend in the future.
Nick has provided Financial Advice to myself and my family for over 15 years, and has always provided us with the highest level of advice and service throughout that time. I consider him now to be not only a Financial Adviser of the highest possible calibre, but also a very good and trusted friend.
There are three aspects that I look for in a Financial Adviser: Trustworthiness, Approachability, and the Ability To Explain Things In A Clear And Straightforward Manner.
Nicholas has always met all of these requirements and much more.
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
Inheritance
Retirement Planning
Savings & Investments
