Chapel Wealth Management

Chapel Wealth Management Welcome to Chapel Wealth Management Ltd. Get in touch today.

We offer high-quality financial and investment planning advice, delivered through a friendly and professional service tailored to your personal or business goals.

Ahead of World Mental Health Day tomorrow, we set up an appreciation wall to give the team the opportunity to share what...
09/10/2026

Ahead of World Mental Health Day tomorrow, we set up an appreciation wall to give the team the opportunity to share what they appreciate about their colleagues.

It was a chance to say thank you for the things that can easily go unmentioned and recognise the people who make our working days better.

World Mental Health Day is a reminder to keep looking out for each other, make time to listen and offer support throughout the year. đź’š

Last week, our advisers came together in London for one of our regular Adviser Days.It's a chance to step away from the ...
06/10/2026

Last week, our advisers came together in London for one of our regular Adviser Days.

It's a chance to step away from the day-to-day, share successes, learn from each other and challenge our thinking, all with one goal: delivering the very best outcomes for our clients.

By staying informed and growing alongside one another, our advisers are better equipped to support our clients, now and in the future.

Saving or investing: where should you start?It’s a common question, and the answer will be different for everyone.Swipe ...
05/10/2026

Saving or investing: where should you start?

It’s a common question, and the answer will be different for everyone.

Swipe through for a simple look at what to consider.

To book your no-obligation discovery meeting, get in touch with us today. đź“©



Chapel Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Chapel Wealth Management is a trading name of Chapel Wealth Management Group Ltd.

SJP Approved 18/09/2026

This week we had the opportunity to attend in London, organised by St. James's Place. A really valuable day of learnin...
02/10/2026

This week we had the opportunity to attend in London, organised by St. James's Place.

A really valuable day of learning, sharing ideas and catching up with familiar faces.

It’s always good to step away from the day-to-day, reflect on what’s changing around us and come back with fresh ideas and perspectives to share with the wider Chapel team. ✨

Happy Birthday to Associate Paraplanner, Anna Richards! 🎉We’re really grateful to have Anna as part of Chapel and hugely...
02/10/2026

Happy Birthday to Associate Paraplanner, Anna Richards! 🎉

We’re really grateful to have Anna as part of Chapel and hugely appreciate everything she brings to the team, from the support she gives to colleagues and clients to the contributions she makes each day.

Wishing you a brilliant birthday, Anna! 🎂

Having a financial plan can make a meaningful difference to how people feel about their finances.Recent research shows t...
28/09/2026

Having a financial plan can make a meaningful difference to how people feel about their finances.

Recent research shows that those with a plan are more than three times as likely to say their financial situation has improved over the past year and far less likely to say it has worsened.

A good plan isn’t about removing uncertainty altogether. It’s about providing clarity, direction and confidence, whatever the future brings.

To book your no-obligation discovery meeting with us, get in touch, or visit the link below:
https://www.chapel-wealth.co.uk/contact

Chapel Wealth Management Group Ltd. is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 21/07/2026

We did it! 🪂After plenty of nerves and a lot of anticipation, we’re incredibly proud of the team for taking on the chall...
25/09/2026

We did it! 🪂

After plenty of nerves and a lot of anticipation, we’re incredibly proud of the team for taking on the challenge.

A huge thank you to everyone who donated, shared our fundraising pages and supported us along the way. Thanks to your generosity, we’ve raised over £8,000 for 10 brilliant charities, and we couldn’t be more grateful.

It was an unforgettable day, an incredible experience and one we certainly won’t be forgetting anytime soon. We’ll be sharing a full photo album from the day very soon, so keep an eye out!

Well done, Team Chapel!👏🏻

Happy Birthday to our Managing Director, Andy Burns! 🎉Andy’s leadership, commitment and enthusiasm have played a huge pa...
23/09/2026

Happy Birthday to our Managing Director, Andy Burns! 🎉

Andy’s leadership, commitment and enthusiasm have played a huge part in shaping Chapel and creating a culture we’re incredibly proud of.

Whether he’s supporting colleagues, bringing people together or getting involved in our charity and team events, Andy is always willing to lead by example and get stuck in.

He’s proving that again today by celebrating his birthday alongside nine members of Team Chapel as they take on our charity skydive!

Thank you, Andy, for everything you continue to do for our colleagues and clients. We hope you have a fantastic birthday, and good luck to all ten members of the team taking part! 🪂

This UK Savings Week, take a few minutes to check whether your savings still suit your plans.Goals change, rates move an...
22/09/2026

This UK Savings Week, take a few minutes to check whether your savings still suit your plans.

Goals change, rates move and account terms can vary. A regular check can help you understand whether your savings still suit what you need them for.

🔍 Swipe through five simple points to consider.



Chapel Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Chapel Wealth Management is a trading name of Chapel Wealth Management Group Ltd.

SJP Approved 22/09/2026

ÂŁ3.2bn.That's how much HMRC collected in Inheritance Tax between April and July 2026 alone.IHT receipts keep climbing, a...
21/09/2026

ÂŁ3.2bn.

That's how much HMRC collected in Inheritance Tax between April and July 2026 alone.

IHT receipts keep climbing, and more families are being caught out than ever before. Frozen thresholds mean estates that would never have paid IHT a decade ago are now well within reach of the 40% charge.

The good news? With the right planning, there's a lot you can do to reduce what your loved ones might owe, from gifting allowances to trusts and life cover.

Don't leave it to chance. Get in touch with our team today to see how we can help protect your estate.

Trusts are not regulated by the Financial Conduct Authority.

Chapel Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Chapel Wealth Management is a trading name of Chapel Wealth Management
Group Ltd.

SJP Approved 28/08/2026

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Braintree
CM72QP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5am
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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