Chelsea Investments is an independent, directly authorised, IFA based on Fulham Road, south west London. Established in 2000 to meet a growing need for financial advice for those receiving a basic execution only service from our former sister company, Chelsea Investments now provides bespoke wealth management solutions to a range of individuals and corporate clients.
Our rapid early expansion saw the purchase of a number of London-based financial advisers including Finance Matters and Equal Partners. Once capacity was reached, we switched our focus to retention, management and maximising investment returns – an ethos which we continue to adopt today.
Chelsea Investments specialise in all areas of financial planning and ideally like to take a holistic approach to build suitable goals for all your financial requirements. Our clients benefit from the following services:
Utilising our preferred platform partners, we help clients build and maintain bespoke investment portfolios specifically designed to meet their financial needs. By regularly reviewing clients circumstances to ascertain the effects of the constantly evolving financial landscape, we are able to adapt the portfolios quickly and efficiently to dovetail with the current economic environment.
Our online cash management solution allows clients to access market leading deposit rates from a variety of high street and challenger banks through one simple platform application. Rates are accessible for individuals, corporates and charities with our advice helping the majority of clients to enjoy much higher returns than their previous arrangements.
Tax efficiently passing wealth onto future generations is always a topic of interest. With the help of our skilled advisers, clients benefit from access to a wide range of products specifically designed to pass assets to children or help grandchildren with school fees or university tuition costs.
Although rates remain at historic lows, many mortgagees are still paying significantly higher instalments than they need due to the lenders high standard variable rates. With access to exclusive intermediary rates along with those available on the open market, our advisers can ascertain whether a re-mortgage to a new lender or a simple rate switch would be the most cost effective solution to reduce their monthly outgoings.
By evaluating a client’s overall financial circumstances, our advice becomes instantly more valuable by ensuring that any new planning fits with retrospective policies. Our initial discovery meeting is informal and free of charge and allows us to explore solutions with clients that may be taken forward in subsequent discussions.
Insuring assets and life against the unforeseen has become more expensive in recent times as an increase in claims has led to escalating premiums. That said, policies effected at a young age can still be extremely cost-effective and we ensure that clients policies are constantly reviewed especially after events such as having children and moving home where the cover needed is likely to increase.
For further details
Contact Us
Chelsea Investments Ltd
755 Fulham Road,
Hammersmith and Fulham,
London, SW6 5UU
Telephone
+44 (0)20 7371 9191
Hours
Monday – Friday: 9am – 5pm
Saturday and Sunday: Closed