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You & Your Family

For nearly 40 years, Chapter Financial has been helping clients protect You and your family...

What we do

It starts with a conversation..

We take time to talk to our clients so that we can advise you on an individual basis. We show you how to build a financial plan that works for you and your family. You are assigned an experienced and qualified advisor that will be your contact for as long as you have a relationship with us. This allows for personalised advice, that can be adjusted over time as you and your family’s needs change.

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Why Choose Us

Experience

Since 1984 we have served our client’s Life, Pension and Investment needs.

Trusted

We are trusted by over 3,500 clients.

Excellent Advice

Regulated by the Central Bank; we work will all of the major providers to allow you flexibility and choice.

AIBF 2023 Winner

Achieved Business All-Star Best In Class Accreditation 2023

Why Choose Us

What we can do for you and your family

Pensions

Life and Serious Illness

Inheritance

Income Protection

Savings & Investments

Educational or Childrens Savings Plans

Contact us for a
Complimentary Review

We will show you how to protect you and your family:

  • Lump sum to your spouse/family on your death.
  • Lump sum to assist you should you get a serious illness.
  • Protect your income should you be unable to return to work due to long term illness.
  • Advice on longer term investment and savings.
  • Reduce your tax and plan for a more comfortable retirement.
  • Tax efficient inheritance planning. ….and much more !
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Book a complimentary review

If you would like to avail of a complimentary review of our Employee benefits…

Book a reviewContact Us