Who Are We

Chapmans Financial was first established in 1994 and have since been helping clients with all aspects of personal and professional financial planning. From our Melton Mowbray offices in the heart of rural Leicestershire, we offer sound, trusted financial advice to an ever-growing client base spread throughout the UK.

To enable us to provide the wide range of services that our diverse client base demands, we ensure that our highly skilled team are kept constantly up to date with any developments that happen within the financial industry.

As a Chartered Financial Planning Practice our Advisers are amongst some of the most highly qualified in the business and we bring this level of expertise and experience to bear.

Our People

We are a friendly, collaborative and supportive team who love working with each other and with our clients. A quietly confident and ambitious group we put our success down to a combination of sheer hard work, a keenness to develop professionally and a delight in spending time with our clients.

We look for integrity and curiosity in our staff, always recruiting team members with the potential to grow and develop, both personally and professionally. Any contact with us is met with a warm, friendly smile, a welcoming attitude and without doubt excellent knowledge or your financial circumstances.

Chapmans Financial Core Values:

  • Together – Our business is built on long term partnerships; these symbiotic relationships have allowed us to grow and provide a holistic, industry leading service. The lasting partnership we build with our clients allows us to navigate them through all life’s stages.
  • Professional – We maintain our professionalism at all times. As a chartered firm, we are challenged to uphold the very highest of industry standards. We relish this challenge. All our staff are on a journey of continual development so our clients enjoy knowledgeable and personable service at every touch point.
  • Approachable – We strike a balance between being highly professional and having fun. Our clients feel relaxed enough to reach out to us with any query they may have. We get to know clients intimately, understand their lifestyles and communicate with them in their language.
  • Attentive – We go the extra mile to understand our clients and tailor the right solution for them. We measure our service standards on getting it right first time. We make each one of our clients feel special and care about them and their families future.