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Financial Advisors
Southport
Confidently choosing
experienced financial advisors you can trust is the objective for
most of us. Over the years we have seen the service provided by many
of our institutions consistently fail to meet our expectations. Big
is not necessarily beautiful.
Dale Chantler (Cert. PFS, CeMAP) is a partner in Positive Solutions,
a national network of financial advisors. He makes no apology for
maintaining a small number of clients within his own practice based
in Southport. Dale Chantler is a financial advisor who aims to and
keep his costs to a minimum. This allows him to provide a bespoke
and reliable service specifically tailored to your requirements. You
can rest assured that whether it is your investments, pension funds
or savings that they will be reviewed with you regularly, face to
face. On-line real time values are all part of the service.
Alternatively, if you are considering retiring and want to exercise
your O.M.O. (Open Market Option) for an improved retirement income,
Dale is a popular choice amongst financial advisors in Southport who
can help.
Dale Chantler uses all the latest technologies available to
financial advisors. he has the benefit of a large organisation in
terms of a hi-tech, paperless administrative system that in turn
provides additional time available for clients, whilst, having the
autonomy to provide a personal service to you. If you would like to
have a free, no obligation informal meeting at your home or
business, you can contact him at his office in Southport. He will
explain the service levels you can expect in line with FSA
regulations. A selection of testimonials can be found via this
website link.
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Financial Planning