Chapel Wealth Management

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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.

Three years at Chapel for Raene! 🎉Today we’re celebrating Raene’s third work anniversary with Chapel.Over the past three...
16/10/2026

Three years at Chapel for Raene! 🎉

Today we’re celebrating Raene’s third work anniversary with Chapel.

Over the past three years, it’s been great to see Raene continue to develop in her role and become such a valued part of the team. Her hard work, dedication and support are hugely appreciated by everyone.

Congratulations on three years, Raene. Here’s to many more! 💙

𝗛𝗠𝗥𝗖 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝘀 𝘁𝗵𝗮𝘁 𝗮𝗳𝗳𝗲𝗰𝘁𝗲𝗱 𝗲𝘀𝘁𝗮𝘁𝗲𝘀 𝘄𝗶𝗹𝗹 𝘀𝗲𝗲 𝘁𝗵𝗲𝗶𝗿 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅 𝗹𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗯𝘆 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝗮𝗿𝗼𝘂𝗻𝗱 £𝟯𝟰,𝟬𝟬𝟬 𝘄...
14/10/2026

𝗛𝗠𝗥𝗖 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝘀 𝘁𝗵𝗮𝘁 𝗮𝗳𝗳𝗲𝗰𝘁𝗲𝗱 𝗲𝘀𝘁𝗮𝘁𝗲𝘀 𝘄𝗶𝗹𝗹 𝘀𝗲𝗲 𝘁𝗵𝗲𝗶𝗿 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅 𝗹𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗯𝘆 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝗮𝗿𝗼𝘂𝗻𝗱 £𝟯𝟰,𝟬𝟬𝟬 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗻𝗲𝘄 𝗿𝘂𝗹𝗲𝘀 𝘁𝗮𝗸𝗲 𝗲𝗳𝗳𝗲𝗰𝘁 𝗼𝗻 𝟲 𝗔𝗽𝗿𝗶𝗹 𝟮𝟬𝟮𝟳.

From that date, most unused pension funds and pension death benefits will be included in a person’s estate for Inheritance Tax purposes.

For some families, this will change the role pensions play in passing wealth to the next generation. Reviewing your pension and estate plans together can help you understand whether any changes are needed.

𝗪𝗲 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗻𝘀 𝗮𝗻𝗱 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗼𝗽𝘁𝗶𝗼𝗻𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗰𝗵𝗮𝗻𝗴𝗲 𝘁𝗮𝗸𝗲𝘀 𝗲𝗳𝗳𝗲𝗰𝘁.

Get in touch with us today. 📩

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

Thinking about financial advice, but not sure where to start? You don't need to have it all figured out first.A little p...
12/10/2026

Thinking about financial advice, but not sure where to start? You don't need to have it all figured out first.

A little preparation can help you get more out of that first conversation. Think about what you'd like help with, what matters most to you, roughly where things stand with your finances, and any changes on the horizon. Jot down your questions too, however big or small.

The first conversation is simply about understanding you, what you may need, and whether financial advice is right for you.

Get in touch to book your no-obligation chat with our team.

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 14/09/2026

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. 💚

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. 📩



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!👏🏻

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Braintree
CM72QP

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

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