Individual Financial Planning

Individual Services

Investment & Wealth Management

  • Are you currently happy with the return on your savings and investments?
  • Do you understand how the costs of your investments work?
  • Are your investments as tax efficient as possible?

Many investors have experienced high volatility, poor diversification and excess costs on their investments which has driven down their investment return.

At Chameleon we have the insight and knowledge to understand how to create tailored investment strategies, which aim to maximise client return.

Following an assessment of your circumstances, Chameleon will create a truly bespoke investment solution designed to meet your individual needs and aspirations.

Investment & Wealth Management

Pension & Retirement Planning

  • Do you know how your pension is performing and what it's costing you?
  • Do you know how much pension income you will receive in retirement?
  • Are you fully aware of your options available in retirement?

In an ever changing financial world, planning for retirement has become even more challenging. This makes the need for effective financial advice more important than ever.

At Chameleon we pride ourselves on having a robust and thorough process to help you achieve your retirement goals.

Whether you need to review your existing plans or start your retirement planning journey, let us help you accomplish your future financial plan.

Pension and Retirement Planning

Inheritance Tax & Estate Planning

  • Are you worried about the potential inheritance tax liability your family may incur?
  • Are you fully aware of the options available when transferring your wealth to your family?
  • Are the necessary steps in place to transfer your estate to your family?

You spend your life working hard to build your wealth, which eventually is passed on to your family, however without careful planning, your family could find a large proportion of your estate being used to pay an inheritance tax bill.

With careful planning and consideration to tax implications, Chameleon can produce a structured financial plan to reduce your inheritance tax, whilst maintaining flexibility and control of your assets.

Inheritance Tac and Estate planning

Protecting You and Your Family

  • Are the necessary steps in place to ensure your loved ones are looked after?
  • Can your family afford to maintain the same standard of living if you are unable to work?
  • Is your current level of life cover the right amount for you and your family?

Many people forget to protect what is most important in their lives; their family and themselves. Sometimes this can be a difficult conversation, however Chameleon understand the importance of protecting you and your loved ones in the event of challenging situations and we are able to create bespoke protection plans to ensure you have a safety net in place to cover different eventualities.

 

Protecting you and your family

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

The Financial Conduct Authority does not regulate Estate Planning and Tax Advice.

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