Chalice Financial Planning, a dynamic and emerging financial advisory firm, is dedicated to establishing a lasting legacy in the industry. Although our company is in its early stages, we are driven by a steadfast commitment to serving our clients for generations to come. Our vision is rooted in the belief that sound financial guidance should be a timeless and unwavering resource, and we are dedicated to building a future where our expertise and client-centric approach continue to thrive.
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Chalice Financial Planning Limited is registered in England and Wales, Number 15129181. Registered Office: 6 Ashcott Close, Glastonbury, BA6 9GN.
SJP Approved 21/01/2024
Company Details
- Employees
- 1
- Founded
- -
- Address
- 6 Ashcott Close, Glastonbury,england Ba6 9gn,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Glastonbury.
- HQ
- Glastonbury, England
Chalice Financial Planning Limited Questions
Chalice Financial Planning Limited's website is https://www.chalicefinancialplanning.co.uk/
Chalice Financial Planning Limited's LinkedIn profile is https://uk.linkedin.com/company/chalice-financial-planning
Chalice Financial Planning Limited has
1 employees.
View email and phone details for 1
employees at Chalice Financial Planning Limited.
Chalice Financial Planning Limited's industry is
Financial Services
Chalice Financial Planning Limited's top competitors are
Rowan Dartington,
W1m Wealth & Investment Management,
Thompson Jenner Financial Services,
Golden Chalice Ltd,
White Lotus Wealth,
Opspal,
Onepointfive,
Rt Financial Planners Ltd.,
Digby Associates Ltd.,
Novartis.
Chalice Financial Planning Limited's categories are Financial Services
Chalice Financial Planning Limited's founding year is 2023
