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Pat Chaplain

Investment Director

experience

My role is to advise clients on their investments and wider financial planning requirements.  The main areas that I get involved in are advising retired individuals or those nearing retirement on their investments with a view to providing efficient income and capital growth solutions, including inheritance tax planning, generational planning and also advising Trustees on a range of Trusts.

Professional qualifications; DipPFS and STEP Affiliate.

Previously worked for a small IFA business in Lichfield managing Portfolios and advising clients, also BDO Binder Hamlyn which became BDO Stoy Hayward working closely with other professionals such as accountants and solicitors building up a good network of contacts.

Educational background (if relevant): HND Business Studies

personal interests

I enjoy keeping fit by running, walking the dogs and gardening.  I have currently have 2 grandchildren with a third on the way.  I am actively involved in the local Scout Group and sit on their Trustee Board and committee, helping to raise funds for the Group.