Finding an adviser who suits your needs can be daunting. What criteria should you consider? How would you assess whether an adviser has the ability to meet your particular requirements?
One of the key issues to consider is whether your adviser has the skills to not only develop a sound investment strategy but to invest your funds in a way that meets your preferences. Some clients prefer to delegate investment to professional fund managers, others prefer to have a more hands on approach by investing directly in shares and fixed interest securities. Often businesses are set up to deal with one of these approaches but rarely both.
One of our strengths and value add at Chancellor is that we offer both methods of investment and you have flexibility to choose your investment approach.
The business was established in 1995. It started as a family investment office for the founder Gillis Broinowski, and steadily extended its advisory and portfolio administration services to other family offices.
In 2005, the firm merged with a private client business, Hattersley Lloyd & Co, giving it greater scale and resources to service private clients. In 2007, the firm recruited the partners of another niche portfolio advisory business, Exton Investment Management.
Today the business has a team of 5 advisers who advise a wide spectrum of private clients, family offices and foundations.
If there was one characteristic with which I would describe Chancellor, it is economic conservative. This quality both my wife and I appreciate and endorse. It enhances the growth of funds without undue or unnecessary risk.
We have always found them to be helpful in the extreme and prepared to go “the extra mile” in order to achieve a desired financial outcome or goal. I have no hesitation in recommending Chancellor as a financial advisor to perform these types of professional services.
Our relationship with Chancellor has successfully stood the test of time, throughout not just the tumultuous events experienced in the markets over the past 16 years, but also the inevitable changing circumstances of ownership, account managers and new administrative platforms. All these challenges were met by Chancellor with a calm, competent professionalism which kept our interests at the forefront of their thinking and actions. I have no hesitation in recommending them.
Chancellor have been taking care of our shares and investments for many years.
Their team are exceptional communicators and advisors, and I cannot recommend them highly enough.
I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us.
The Chancellor team deliver truly professional financial services and put their clients’ interests first – I’d happily recommend them to anyone wanting a holistic personalised service.