Why Choose Chameleon?

About Chameleon Financial Planning

Who we are

Chameleon Financial Planning is a professional firm of Independent Financial Planners, providing holistic, financial planning advice to individuals and businesses.

We have built this firm on the primary belief that clients should be treated fairly, and receive the best possible advice. To do this, we believe we must remain independent, and advise on products and services across the whole market place.

What we do?

Chameleon are focused on advising individuals and businesses on understanding and planning for their financial future. We offer you an initial discussion without charge, at which we will describe our services in greater detail and explain the payment options.

Our clients are the main focus of our business, and as such we are committed on providing a service which is honest, valued, pioneering and long term. We believe that treating customers fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this.

Reasons for Advice

We will seek to answer the financial questions that are of real importance to you and your family - here are some of our clients' questions that we have answered:

  • Do I have sufficient money to live the life that I want to lead?
  • When will I be able to retire?
  • Will I ever run out of money?
  • Am I taking too much risk with my investments?
  • What investment return do I need to meet my objectives?
  • Am I paying too much tax?
  • What will happen to my family if I die or suffer an accident or illness?
  • Can I afford to privately educate my children?
  • How much inheritance tax will my family pay?

Our Investment Philosophy

Our investment philosophy is based upon a number of key beliefs about investing in financial markets:

  • Cost Matters: It is our responsibility to bring complete transparency to the cost of investing. We understand that by reducing management cost, we will help increase our client's returns.
  • Markets Work: We understand that we cannot predict the future of markets, however at Chameleon we believe that all markets fundamentally work. The price of any asset, on any market, is the price at which two parties agree, based on all the information each party has at its disposal.
  • Diversification is Essential: We believe in the power of capital markets rather than individual predictions or judgements. We are able to invest our clients' assets in many thousands of individual assets.

These beliefs have led us to instruct carefully structured investment portfolios that are designed to meet the investment needs of our clients.

Our Mission Statement

Our clients are the main focus of our business, and as such we are committed on providing a service which is honest, valued, pioneering and long term. We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this as:

  • We are open about the way we carry out our business and how we are remunerated
  • We welcome customer feedback on a regular basis
  • We encourage all our staff to continue with their professional development
  • Our business is about our clients, and we are always conscious of this
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