Alexandra and Kris are also Chartered Financial Planners. Chartered status is a public declaration of adherence to professional standards and demonstrates a commitment to proudly uphold ethical standards. You can read more about working with a Chartered Financial Planner by clicking on the link below:

Chartered Financial Planner – Advice you can trust

We also support the following initiatives to promote the right values within financial services.

As a business we are committed to dealing with everyone in a way that treats them fairly and allows them time to make informed decisions, no matter what their situation. For this reason, Chapter House Wealth Management has pledged its support to the Financial Vulnerability Charter.

Please see the links below for more information:

Safe Pair of Hands Consumer Guide

The Charter in Action

Dementia can affect any individual, no matter their age. To demonstrate our commitment to working with those that suffer from Dementia, Alexandra has registered as a Dementia Friend.


We believe in giving back our time to help those who may need guidance during life changing events. Of all the causes that we could be involved in we have chosen to support the Armed Forces MoneyPlan. This initiative provides free guidance on basic financial planning matters to all members of the British Armed Forces.

More information on this initiative can be found by clicking on the link below.

Forces Money Plan