Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
First Chapter specialises in helping individuals and small to medium business owners (typically less than 250 employees):
- maximise their ‘number’ by focusing on a regularly reviewed investment strategy.
- establish what is truly important to them by determining their lifetime dreams, aspirations, goals and desires.
- identify their ‘number’ and help them have a clear understanding of the level of financial resource they require. Quite simply, their ‘number’ is the amount of money/value of assets they require to enable and maintain the lifestyle they wish to lead.
- achieve their ‘number’ by understanding the level of income or capital they require and then implementing an investment strategy to ensure their future needs are met.
- protect their ‘number’ by leading a well-balanced lifestyle, protecting against financial risks, minimising all forms of taxation and safeguarding family assets for current and future generations.
Financial planning, wealth management, tax planning and asset management solutions to enable personal aspirations and objectives to be achieved for high net worth clients and their families
Effective business and financial solutions for owners of a small to medium sized business that complement their private client requirements and deliver the same security and peace of mind
Testimonials
- Trust & RespectJon, Jane and the team have looked after my family affairs for over 20 years. This includes Insurance, Investments, Pensions, Wills, Mortgages and general financial advice. We have a huge amount of trust and respect for the way these guys go about their business and have recommended them to many friends and family.
- Exceptionally AttentiveJon and his team have always been exceptionally attentive, understanding and clear in their responses to our particular needs. Having had a lengthy relationship has really helped the team to get to know our needs personally. We have loved working with them for around 20 years now.
- Genuine IntegrityI have known Jon Creasey exceptionally well for many years, both personally and professionally.. Jon has advised me across a wide range of financial matters, and I can say without hesitation that he is one of the most thoughtful, disciplined, and trustworthy professionals I work with. He brings clarity where there is complexity, calm where… Read more: Genuine Integrity