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
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🥳 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
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Chancellor Financial Management Ltd retweeted
Today’s SPOTLIGHT ON goes to Proud #Patron Chancellor Financial Management! The company have always been huge BLGC supporters; “Chancellor always has one eye on the future, having firmly established itself in Bolton since 2006, we're looking forward to the next 15 years & beyond”
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.
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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…
Emma and Sam now join the very first member of the Chancellor team (from our formation in 2006), Janet Barlow, in reaching this important milestone in their careers.
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.
We are in touch with our Corporate clients, but recommend that other employers check with their scheme providers as soon as possible, to attempt to gain some clarity.
But what happens to members of Employee Benefit arrangements set up by an employer such as Death-In-Service schemes, Income Protection schemes and Auto-Enrolment Qualifying Workplace Pension Schemes?
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There are plenty of stories in the media about what this means as far as wages and salaries are concerned.
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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.
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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.