Chapel Wealth Management

Chapel Wealth Management is a financial adviser and wealth management firm based in Braintree, Essex, with additional offices in London and Cambridge. Founded in 2000 and now operating as an Appointed Representative of St. James's Place Wealth Management plc, the firm specialises in personal financial planning, investment management, and corporate financial services across the UK.

The company serves individuals of varying backgrounds and ages seeking comprehensive wealth management advice, as well as businesses navigating complex corporate financial planning requirements. Chapel Wealth Management provides guidance across retirement planning, inheritance management, tax planning, protection planning for directors and key employees, exit planning strategies, mortgages, and specialist banking services. With 25 employees and over two decades of experience, the firm has built a reputation for personalised, long-term client relationships characterised by transparent communication, detailed financial planning, and ongoing advisory support.

The team of experienced financial advisers works with clients to help them achieve their financial goals while managing investment performance through carefully selected funds. Chapel Wealth Management is FCA-regulated through its partnership with St. James's Place and maintains a strong track record of client satisfaction, evidenced by extensive testimonials highlighting advisor accessibility, knowledgeable guidance, and commitment to putting clients' interests first.