Testimonials

Mr & Mrs F, Bolton

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For many years having known, dealt with and trusted a member of the Chancellor team, we were happy to join Chancellor when he did, at its very beginning. Their advice has covered investing personal savings and inheritances and making the very most of personal pensions at retirement. The benefits from our association with Chancellor have been a comfortable and financially sound retirement and, thanks to their expertise and advice on inheritance tax,, the ability to pass something on to the next generation. Their help and advice has always been personalized, professional and knowledgeable and perhaps equally important, delivered in a friendly and well explained manner with time to consider each decision. We would not hesitate to whole heartedly recommend them.

Roz Cuschieri, Chairwoman, Non-Executive Director, Adviser and CEO

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I have worked with Chancellor for a number of years and found the financial advice and support that they give to be invaluable. A tailored and flexible approach to financial planning is important in my situation and that approach is expertly delivered.

Mark Jones, Finance Director at Alpine Fire Engineers

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A general insurance broker (who did not give financial advice) introduced me to David Torkington almost three decades ago and we have worked very well together ever since. David has looked after the pension and protection schemes for several companies that I have been involved with as well as advising me on my own pension arrangement and investments. I always know that if David becomes involved, the schemes will be dealt with very professionally and our employees will be well looked after.

Martin Ainscough, CBE

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My relationship with members of the Chancellor team goes back to the 1980s and I was pleased to continue our relationship when Chancellor was established in 2006. Since this time, they have advised me and my family on a range of financial planning issues. Their technical expertise, down to earth approach and great service levels really help their long standing clients to navigate the financial maze.

Gordon Carlton

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As I am approaching retirement, I am confident that the team at Chancellor will give me the best guidance to ensure my future is financially secure. Financial planning over the long term has been critical and the long-term relationship with the team has been central to the success.

Rachael Herscovitz

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I met Dave Torkington back in 2012 when he was introduced to me as a potential financial advisor for the business.  Dave helped me navigate through all the pension information when I wanted to change providers and to this day continues to act as a great support and somehow manages to explain pensions to all our UK team in such a way that everyone understands.

Karen Lee

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We were initially introduced to Chancellor and latterly by dealing with David Torkington believe we are obtaining the best advice for our business. The guidance doesn’t stop there,  with David responding to all manner of queries, whether new or repetitive the responses received are immediate, full and informative allowing our business to make well informed decisions. We have moved our Healthcare and DIS provision over to Chancellor on top of our current Pensions Provision. The advice is up to date and relevant. Nothing is too much trouble for David nor his team and on renewals checks are always made to obtain the best cost to keep our business services competitive. My department is only as good as the advisors I have on board and I wouldn’t move away from my advisor easily.

Sue

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When my mother went into residential care, I requested advice on investing the proceeds of her house to cover care home fees. The advice I received resulted in significant IHT savings on her estate when she died. I was treated with understanding and patience.

Ray

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I have been a client of Chancellor Financial Management since 2009. I had received financial advice for several years from an advisor who is now a senior member of Chancellor’s team and I became a client of CFM because of my satisfaction with the service and advice that I had received from him. Since 2009 I have been advised in respect of pension planning, ISA investments, tax matters and general investment strategy. I have always been pleased with the quality of the advice that I have received and with the clarity with which CFM’s fee structure has been explained to me. I am a satisfied client of CFM and am pleased and happy to recommend them as financial advisors.

David Lean

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I first met David Torkington in the 1990s and he has been a continual and trusted adviser on both corporate and personal pension and investments matters since that time. He has offered sound advice on many occasions and I have found him utterly dependable and helpful. He continues to advise me on personal investment matters and is still retained by the business for their corporate requirements. Furthermore, I have taken the opportunity to recommend David to a number of friends and business associates throughout the years and am satisfied that he will provide a good and thorough service for them.

Craig Belfield

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Back in the dim and distant past when Dave Torkington worked for a different company, he established a group pension arrangement, a Death-In-Service scheme and a Private Medical Insurance plan to make our company attractive to new employees and to help retain the ones that we currently had. This strategy has worked very well for us and we can certainly recommend Chancellor to other companies looking to put a suite of employee arrangements in place.

Ian Ferguson

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My family has had a formal connection with members of the Chancellor team stretching back decades to the very early 1980's, when they created one of the earliest SAPF's for the directors of our family business. We were introduced to them via our companies accountants as specialists in this area. Thankfully I have benefitted from the scheme up to the present day. With growing confidence we gradually put all of our financial planning into their hands and I continue to do so. On advice given , in recent years, for maximum efficiency the SAPF was converted into a SIPP. All important aspects of my financial affairs are run by and through the Chancellor team. Trusting in, having confidence in , the professionalism of, and let us not forget the charging of acceptable running costs are areas of paramount importance to most of us in our choice of advisors. In each regard I have complete faith that I can recommend their services to you.

Cary and Caroline Hardwick

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I have used the services of members of the Chancellor team since their establishment in 2006. Their expertise has been of enormous help during a number of changes in my life circumstances. Their strategy has always been to help me plan for my future in a way I am comfortable with. Between the recent lockdowns I managed to move house and also get married, which without Chancellor’s flexible approach and a number of video meetings with our advisor, would not have been possible. He attended a meeting with our solicitors to help them understand a rather complex situation so we could draft wills that satisfied both our wishes and family circumstances, something we would have both struggled with otherwise. My husband was impressed with their ethos and the fact they are an independent company with the personal touch he values highly. We both now use Chancellor, and Grant’s advice is key in achieving our goals for a happy and prosperous retirement. I would have no hesitation in recommending  them to anyone in need of independent financial advice. They have served me extremely well over many years and many more to come I hope.

Claire Billington

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Funeral Partners were introduced to David Torkington by a Director of one of Chancellor’s long-standing corporate clients, who thought that their excellent levels of service and detailed knowledge of the Employee Benefit market would be useful. We provide our staff with a generous package which includes membership of a Group Death in Service which had been insured with the same insurance company for many years, and we wanted reassurance the existing advisers were being pro-active and getting us the most competitive terms. We were delighted that Chancellor were able to deliver significant cost savings for us with the same insurer whilst at the same time introducing some improvements. Since then, we have moved all of our Employee Benefit arrangements to Chancellor and would have no hesitation recommending their services.

Richard Duckworth

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We can’t speak highly enough about our Company’s business relationship with Chancellor. From the schemes that we offer to members of the Inktech team to the Directors’ own personal arrangements, Chancellor offer us a very professional “one stop shop” approach for all of our pension and financial planning needs.

Cheryl Patterson

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My family were advised by our solicitors to seek the services of Chancellor following the death of our Father, who left a complicated legacy and our family potentially exposed to a large IHT liability. On our first introduction to Grant Farnell, he translated the issues we faced into simple statements and made sensible suggestions through staged meetings. We felt in control and at the same time in safe hands. Fortunately we had POA for our Mother and we were able to act on Grant’s advice. Everything Grant had hoped to achieve for our family – was achieved. It is hard to know who to trust in the complex world of finance, but I am so glad we were advised to use Chancellor’s services. Grant’s advice was invaluable and he is now our trusted financial guru who continues to advise our whole family. Our family have been delighted with Chancellor’s advice and I wouldn’t have a moment’s hesitation in recommending them – in fact I regularly pass on Chancellor’s details, together with a glowing testimonial to anyone who will listen.

Mr NC

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Over the years, my wife and I had accumulated a number of investments with different companies and with no particular strategy in mind as to how we would manage during our retirement years. We have been retired for a few years now and our financial planning has really worked out for us. Our regular review meetings ensure that things stay focussed on our goals and on track. With Chancellor looking after us we can concentrate on enjoying ourselves and seeing the world.

Dr Alan Baron

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I am delighted to recommend the services of Chancellor Financial Management Ltd. The trustees and management have always found the team at Chancellor to be knowledgeable and approachable in areas concerning financial management. They have helped with our investments and company pension scheme and are always willing to meet with employees to discuss their pension choices. We find the fact that Chancellor is not tied to any one product provider or restricted in the advice that they can give to be extremely reassuring.

Nik Basran

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We have known our adviser David Torkington since 2003. David has worked with our family on their own personal finances as well as designing an employee benefits package that helps us to recruit, retain and reward quality staff. He is always willing to spend time to help explain complex financial solutions in a straightforward way and we would have no hesitation in recommending David and the team at Chancellor to other owner managed businesses.

Tony Gentile

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A change in my circumstances meant that I had to reassess my finances and how best to make use of my pensions going forward, I was introduced to Chancellor and it became clear that they had the expertise needed to help me. Chancellor and the team are knowledgeable and reassuring, and always manage to make complex ideas understandable. I am entirely confident and satisfied that with Chancellor’s input my, and my family’s financial affairs are on the right footing for the future.

Jim Winrow

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In 2006 I was hoping to put a financial plan in place for the long term future and after seeking professional advice I was given the name of Grant Farnell at Chancellor. I preferred not to go to a large corporate company and as Chancellor were completely independent and had significant expertise they seemed to fit the bill perfectly. Chancellor have looked after the financial interests of myself and my family since its inception and over the years they have offered a very personal and professional service. My family and I are completely satisfied with the advice and service we receive from Chancellor and would have no hesitation in recommending them as financial advisers.

Ruel Hudson

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As my retirement approached more than twenty years ago, I needed to find a financial service that would not only manage my pension fund but could look beyond my assets. I needed someone who could understand my personal needs and desires and could supply the tailor-made advice I was looking for. With Chancellor, I’m able to monitor a snapshot of my finances online on a daily basis, if I want to, and have a face-to-face detailed review periodically. Finding the right company was crucial, finding the right person within the company even more important. Chancellor and Grant Farnell devised a personalized pension plan and customised service that is perfect for me.

David Fairhurst

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I am sitting with my wife in beautiful sunshine drinking a gin and tonic. Our combined age is 164 (so I have not disclosed my wife’s age!)Earlier I had just finished a lengthy telephone conversation with Grant Farnell at Chancellor to review my self-administered pension arrangements. I have dealt with the Bolton business for over 50 years andduring the last 15 months of lockdown Grant has been very helpful and professional in all the advice I needed to guide me through the financial options available to me. I have always found Grant to be interested in my personal financial planning and practical in the suggestions he has made that has given me a great deal of confidence and peace of mind.

Eunice & Bob Howarth

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We could never have expected to be in the financially secure situation that we are in today largely due to Chancellor’s advice and personal support. That suggestion to call [them] must be one of the most important pieces of advice that we have received.