CHANCERY ASSET MANAGEMENT
- 22 WATERBEER STREET
EX4 3EH EXETER, DEVON
Phone: 01392 251600
Fax: 01392 251250
E-mail: Send messagewww.chancery-group.co.uk
Short profile:
Chancery Asset Management are investment advisers who understand your individual needs and objectives, so whether you are looking for advice on your retirement options, pensions, investments or inheritance tax planning we can help.
As one of the South West’s foremost and wholly independent firms of investment and tax planning specialists we recognise that the financial needs of our clients vary considerably.
That is why every portfolio we manage on our clients’ behalf is structured to reflect their unique personal circumstances, taking into account the most cost effective and efficient ways to mitigate tax liabilities and maximise growth or investment income.
Detailed description:
Our clients can be assured of receiving advice of the highest calibre, particularly during times of constantly changing markets and investment conditions.
It is essential that any investments you have are reviewed regularly. If you have not done so recently we would be happy to review your current holdings without obligation to ascertain whether they are keeping pace with your investment objectives.
It is our personal service that makes Chancery stand out in the crowd. From your first point of contact and throughout your relationship with Chancery our team of highly trained and experienced staff will help you achieve your long term goals.
We pride ourselves on our commitment to customer care.
Chancery provides independent specialist advice of the highest standard on all financial matters including portfolio management, investments, retirement planning, pensions and inheritance tax planning.
We appreciate how difficult it can be to find a combination of good service and knowledgeable advice, that’s why we pride ourselves on having the expertise and resources to enable us to offer sensible advice to both corporate and private clients alike.
Whatever your personal requirements, our team of highly qualified and experienced advisers are happy to make recommendations tailored to your specific needs.
It is essential that any investments you have are reviewed regularly. If you have not done so recently we would be happy to review your current holdings without obligation to ascertain whether they are keeping pace with your investment objectives.
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