About us

Edward Chappell Dip PFS

Edward entered the financial services industry in 1999. Driven by a firm belief in the value of independent advice he established Edward Chappell Financial Services Limited in October 2006. Edward Chappell Financial Services is authorised and regulated by the Financial Services Authority. Number: 541818

For the five years prior, Edward worked as a financial adviser for an international bank gaining valuable knowledge and experience.

Professional Qualifications

Edward is a member of the Personal Finance Society (PFS) and holds the following qualifications by the Chartered Insurance Institute (CII).

Dip PFS – Personal Finance Society Diploma (PFS)

JO5 – Pension Income Options (CII)

JO1 – Personal Tax (CII)

CF2 – Investment and Risk (CII)

CF6 – Certificate in Mortgage Advice (CII)

CF7 – Lifetime Mortgage Activities (CII)

CF8 – Long-Term Care Insurance (CII)

HR1 – Home Reversion Plans (CII)

Financial Planning Certificate 1, 2 and 3 (CII) 

 Keith Chappell Dip PFS

Keith has worked in the financial services industry since 1970. He has been an independent financial adviser since 1981 during which time he worked extensively with firms of accountants and solicitors advising their clients.

He has specialised in pension planning and wealth management.

Keith is a member of the Personal Finance Society (PFS) and holds the following qualifications by the Chartered Insurance Institute (CII)

AFPC G60 – Pensions (CII)

AFPC G20 – Personal Investment Planning (CII)

AFPC G10 – Taxation and Trusts (CII)

AFPC K10 – Retirement Options (CII)

CF2 – Investment and Risk (CII)

CF6 – Certificate in Mortgage Advice (CII)

CF7 – Lifetime Mortgage Activities (CII)

CF9 – Pensions Simplification (CII)

Financial Planning Certificate 1, 2 and 3 (CII)