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.

🔎 Budgeting does not have to mean tracking every penny or cutting out everything you enjoy.Sometimes, a simple framework...
05/06/2026

🔎 Budgeting does not have to mean tracking every penny or cutting out everything you enjoy.

Sometimes, a simple framework can be enough to help you understand where your
money is going and whether it reflects what matters most to you.

The 50/30/20 rule is one way to start that conversation.

It will not be right for everyone, but it can be a useful prompt for reviewing your
spending, savings and longer-term plans. 📈



Chapel Wealth Management 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 03/06/2026

Ongoing financial advice can play an important role in helping people feel more in control of their financial future.It ...
03/06/2026

Ongoing financial advice can play an important role in helping people feel more in control of their financial future.

It gives you the opportunity to regularly review whether your plans still fit, talk through changes in your circumstances, and keep your money working towards what matters to you.

At Chapel Wealth Management, we work with clients over the long term, helping them stay clear on their goals and supported through the decisions that matter.
Source: On behalf of SJP, Opinium surveyed 6,000 UK adults between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

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 XX/XX/2026

Happy Birthday, Nicky! 🎉Wishing a very happy birthday to Nicky Bullard, our fantastic Client Relationship Manager.Nicky ...
29/05/2026

Happy Birthday, Nicky! 🎉

Wishing a very happy birthday to Nicky Bullard, our fantastic Client Relationship Manager.

Nicky is such a valued part of the Chapel team, always bringing warmth, care and positivity to those around her.

We hope you have a lovely day celebrating!💙

27/05/2026

Some of our favourite highlights from Nuclear Races .🏃‍♂️

A brilliant day with plenty of laughs, challenges, and lots of mud!

Safe to say, this one is already on the calendar for next year. 👀

21/05/2026

Capital Gains Tax is something worth paying close attention to, especially if you’re thinking about selling property or other valuable assets.

In this video, Financial Adviser Tim Prentice explains the current allowance, the changes to Capital Gains Tax rates, and some of the key considerations to keep in mind when planning ahead.

If you’d like to discuss your circumstances and how these changes may apply to you, get in touch with us:

📞 01376 553344
📧 [email protected]



Taxation rules can change at any time and are dependent on individual circumstances. 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 06/05/2026

The UK has a strong savings culture, but investing still feels out of reach for many people. This article looks at what’...
19/05/2026

The UK has a strong savings culture, but investing still feels out of reach for many people.

This article looks at what’s behind that gap and how initiatives such as takethenextstepinvest.co.uk are designed to help people better understand investing and its role in long‑term financial planning.

🔗 Learn more: chapel-wealth.co.uk/article/detail/sjpp/strong-uk-savings-culture-but-persistent-investment-gap.html

The value of your investment can go down as well as up. You could get back less than you invested.

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 5/5/2026

Knowing how much you need to save to fund the lifestyle you want when you retire is key.That’s where our handy pension c...
17/05/2026

Knowing how much you need to save to fund the lifestyle you want when you retire is key.

That’s where our handy pension calculator comes in. Based on your current contributions (and any from your employer), it’ll give you an idea of your projected pension pot and the annual pension income you could expect to receive from your chosen retirement age. If you so wish, you can then adjust the contributions to see how that affects the projected figures.

View our calculator here: https://www.chapel-wealth.co.uk/advice-and-services/calculators/pension-calculator

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Chapel Wealth Management Group Ltd 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 12/05/2026

Investing is a long-term process.The longer we leave our money invested, the more potential we have of achieving better ...
14/05/2026

Investing is a long-term process.

The longer we leave our money invested, the more potential we have of achieving better returns. So why are we often inclined to leave it until the end of the tax year to make use of our annual Individual Savings Account (ISA) allowance?

An ISA is one of the most tax-efficient, flexible and potentially rewarding investments you can make.

Our simple ISA calculator can tell you how much your ISA could be worth: www.chapel-wealth.co.uk/advice-and-services/calculators/isa-calculator

The value of your investment can go down as well as up. You could get back less than you invested.

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 11/05/2026

Built on teamwork. Powered by adrenaline. Covered in mud.What a day at !🔥
12/05/2026

Built on teamwork. Powered by adrenaline. Covered in mud.

What a day at !🔥

The new tax year can be a helpful time to pause, review and get organised.You don’t need to change everything at once. G...
11/05/2026

The new tax year can be a helpful time to pause, review and get organised.

You don’t need to change everything at once. Good money habits often start with small steps, like checking what has changed, understanding what may be available to you and making sure your plans still support your goals.

We can help you review your financial plans and stay focused on what matters most.

You can find our tax planning page via the link in our bio.

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.

SJP Approved 08/05/2026

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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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