Testimonials

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.