Daniel Spanton

Chequers Financial Planning is a family run business with over 35 years of Financial Services experience, operating across the East of England offering a wide range of financial advice to both personal and business clients. We offer a holistic service that is personable, easy to understand and helps you to achieve your financial goals. At the core of what we offer is trust, a trusted Adviser that will take the time to fully understand your needs and support you in all areas of Financial Planning both now and in the future At Chequers Financial Planning we provide holistic financial advice for individuals and businesses. We specialise in: • Investment Planning • Retirement Planning • Mortgages* • Personal/Business Protection • Estate Planning By understanding each individual on a personal basis through relaxed discussions, we can offer a truly personal service. Our aim is to make your financial decisions easier throughout your life, whatever stage you are at. We strive to offer the best possible service standards for both new and existing clients aiming to build long term, trusted relationships. More information can be found on our website www.chequersfinancialplanning.co.uk Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx