Chapter 3 Financial Planning

Chapter 3 has worked with me to develop a lifestyle plan, investments and pensions. His coaching style of communication has given me the utmost confidence in his services.

Colin & his team have been a catalyst in the next chapter of my entrepreneurial journey and I couldn't be happier with their service. Fully recommend.

Thorough diagnostic followed by great advice.

Friendly, informative financial advice explained at every stage. Pensions now consolidated and hopefully better invested. Highly recommend Colin if you need help and advice with future planning your finances.

As an independent contractor / sole director of an LTD, I was looking for financial advice and guidance in how to plan for the future and create the most efficient strategy for investment and tax.Excellent quality of advice, he took the time to really understand my needs and tailored specific and relevant material to my situation. His knowledge on the complexities of the topic are top tier, and he provided a lot of valuable options to consider.Colin stopped at no end to find opportunities to provide value, both on his expert knowledge and referals on to other very useful people within his network.

I couldn't have asked for a better FA. Colin worked with me in great detail to create my financial strategy, this enabled me to look at my future options with great confidence. I would highly recommend Colin and Chapter 3, he is with me for life now :)

Excellent advice, careful consideration and research before presenting options. Always clear in advice and recommendations about the options, and the pros and cons of options. Excellent at explaining and listening to our views.

We have used Chapter 3 and have found it to be invaluable.The work that Colin has done has been nothing short of a revelation. We would recommend Chapter 3 to anyone who really wants to get there house in order and pull together a financial strategy.