Chancellor provide independent, sophisticated advice to individuals, business owners and trustees. We work with those interested only in the very best.
Bolton, England
Joined January 2018
- Tweets57
- Following65
- Followers60
- Likes31
#NewProfilePic 👀
🥳 We are celebrating our 15th birthday this year with a new look, sign up for our eNews to find out why and how we came up with the new visuals. We hope you like it as much as we do! eepurl.com/dqjt4L
1
With the partial easing of the Lockdown restrictions, it seems that there is a sign of "light at the end of the tunnel". Some members of the Chancellor team are still working remotely from home, but we are delighted to report that of us are now back and working here at the office
Please would you join Chancellor Financial Management Ltd and all of our SSAS clients in bidding a fond farewell to Posy who is looking forward to a well earned retirement.
87% of respondents to our 2020 survey in December confirmed that they would be "extremely likely" to recommend Chancellor, with all of the remainder either being "likely" or "very likely" to do so.
2
Chancellor Financial Management and Forbes Solicitors are holding an online seminar via Zoom on 7th October. Full details can be seen via the following link
eventbrite.co.uk/e/inheritan…
We are absolutely delighted that two more of Chancellor's support team, Sam and Emma, have attained Level 4 Certification in the form of the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. They are now able to use, with pride, the designation Dip PFS.
Until a few days ago we can’t recall ever having used the word Furlough. Apparently it originates from the Dutch word verlof, meaning "leave of absence". With the COVID 19 situation, many UK employers are furloughing their employees.
1
Perhaps not unexpectedly, @Chancellorfin's joint Inheritance Tax and Will Planning seminar with @ForbesSolicitor has been postponed. We will post further information regarding the revised date as things become clearer.
Registration isn't officially open, but we have already been asked to reserve places at the Inheritance Tax and Will Planning event, as people are keen to attend.
If you would like to receive the full agenda once it is released, please let us know.
gmchamber.co.uk/news-opinion…
Get updates from Chancellor, straight to your inbox! Sign up to our monthly newsletter for the latest news within the financial services industry and anything happening within Chancellor 👉 eepurl.com/dqjt4L 📧
1
We are often approached by parents and grandparents who are looking to put some money away for the young ones in the family.
chancellorfinancial.co.uk/20…
We had a reet good time on Friday afternoon supporting @WiganYouthZone at the @ReetGoodFest Proud to be a sponsor of this great event raising much needed funds! 🍺
We're on a roll! Following yesterdays news, Emma has now passed her R02 Investment Principles and Risk exam! Congratulations and well done! 👏 #RO2 #investments #financialadvice
