We are a Personal Finance Society Associate Firm, which demonstrates our long-term commitment to our clients by formalising a set of principles that are part of our culture. The link below explains the 8 core principles that form part of our culture.
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:
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:
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.