I have been working in the Financial Services sector since 1986. I have a wide range of personal and corporate clients for whom I provide ongoing advice to help them achieve their financial planning goals. My objective is to provide clients with consistent, understandable and individually tailored financial planning strategies which evolve as their own financial needs change over time.
My areas of specialisation are:
• Investment Planning, both lump sum and regular savings
• Inheritance Tax Planning, including the use of Trusts
• Individual and Corporate Pensions
• Equity Release and Mortgage Advice
• Corporate Advice including Business Protection
I have achieved the full FPC qualification, Mortgage Advice qualification, Life Time Mortgage qualification and specialist network license for Inheritance Tax Planning. I have three daughters ranging from 15 to 23. E-mail: simon.chaplin@routenchaplin.co.uk

Equity Release includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid a fee, usually £250 and / or by commission.