Certified Financial Planner, Chartered Financial Planner, Fellow of the Personal Finance Society and ISO22222 Certified Financial Planner Chapters Financial Limited, formerly Churchouse Financial Planning Limited, was created in 2004 by Keith to deliver high quality independent financial planning advice (IFA). Keith observed in his contact with other successful business people that many started their businesses to be the best in their profession, and this remains his mantle. As he notes at the start of his popular book, Sign here, here, here! Journey of a Financial Adviser, "Add to your world, it makes life a lot easier and any income created becomes a consequence rather than a target." Possibly more importantly, in the provision of financial planning, Keith maintains a philosophy that for each recommendation that he makes, he is comfortable that if the client was a close family member in the same circumstances, he would still make the same recommendations. This offers another ethical 'test' to ensure that client confidence is maintained. Chapters Financial wants repeat business and referrals into the future and this means that the quality and delivery of our financial planning advice should match our businesses ethic of consistent personalised high quality financial advice, most importantly, adding value. Keith enjoys providing financial planning advice and this has motivated him to improve his academic understanding by sitting the Chartered Insurance Institute financial services examinations and completing an honours degree in Financial Services (Napier University, 2007). This provides his clients with confident and informed recommendations. He tries to have a life outside work, and very much enjoys writing books (view Churchouse on Amazon), Art, keeping fit by cycling and exercise, Scuba diving (PADI Open Water and Advanced Open Water + BSAC Sports Diver) and gardening. He, with Esther, also ran in the Great South Run in October 2008 in aid of The Association for Spina Bifida and Hydrocephalus (Now SHINE), one of the company's preferred charities. Keith specialises in independent financial planning (IFA) for pensions and investments leading up to and encompassing retirement. Pensions in divorce is also an area we undertake significant work in around the Guildford, Godalming, Surrey, London and Kent areas. I am a Resolution accredited Financial Neutral and can offer advice to both parties if required or work with your solicitor if you prefer. Author of Sign Here, Here and Here!...Journey of a Financial Adviser (release March 2010 in paperback and e-reader. For more information see www.signherehereandhere.co.uk) The second book, Addicted to Wedding Cake...Journey of Divorce is due out in June 2010. Further details are available at the website: www.addictedtoweddingcake.co.uk Chapters Financial Limited (previously Churchouse Financial Planning) has been Highly Commended at the Gold Standards Awards in both 2007 & 2008. The company was a winner of this award for Independent Financial Advice in 2011. More information is available at http://www.goldstandardawards.com/winners.html We have undertake regular and significant press comment in the local and national press and has had a weekly financial advice slot on BBC Surrey as well as regularly contributing to other BBC radio shows. I am keen on innovation in the IFA industry, and as a result I have created three websites in addition to our main business, Chapters Financial Limited, which means that you don't need to visit an IFA to receive a full financial report, just fill in the fact find online, submit, pay the fixed fee and we will send a full individual financial report back to you electronically. These services are: www.advicemadesimple.com www.yourmoneymadesimple.com www.planmypension.co.uk I believe these to be both unique and groundbreaking in the marketplace. I also believe that these 3 service offerings cover a significant part of the personal finance market. These will have even greater relevance to the delivery of UK retail fianncial advice after 2012 and the new advice processes being introduced. Keith can also be found on Linkedin.com here and Twitter here as onlinefinancial or #financialthoughts Finally, Keith is proud to be the current Chairman of the Guildford Business Forum and past President of the Guildford Committee of the Surrey Chambers of Commerce, an active and highly successful business network in Surrey. He is also Apprentice Ambassador to Guildford College. www.advicemadesimple.com, www.pensionsmadesimple.com, www.yourmoneymadesimple.com, www.investmentmadesimple.com, Chapters Financial and www.planmypension.co.uk are trading names of Chapters Financial Limited. Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority, number 402899.
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