Finding Inspiration in Every Turn
The Chelmsford Club wouldn't be here if it wasnt for our members. Below you can find the details of our current members, links to their websites and social media pages. Some may have listed their phone numbers and email addresses should you wish to contact them directly.
James A Caviel
Director at Portcullis Wealth Retention Ltd and Hoyl Capital Wealth
Inter-generational wealth management and financial planning experts. Specialists in-
IFA with 32 years’ experience with my primary focus being investing for income and preparing for retirement.
Minimising personal taxes
Protecting hard earned wealth, using family-controlled trust frameworks
Advising and educating multiple generations of a family on how best to use their wealth.
Finally, when the time comes, ensuring the wealth is passed on, as intended, through our estates administration service.
We firmly believe the fall wealth management and financial planning advice is an educative process and we offer a very wide range of Technical Guides written in plain English.
Which are available digitally or in paper form on request.
See our websites for full details.
Tel No: 01245 267226
Mobile: 07973 656860
Estate Administration - https://www.portculliswealth.com/
Wealth Management & Financial Planning - https://www.hoyl.co.uk/hcw
Sector: Independent Financial Advice and Estate Planning