Ken Bassage-Morgan

Ken Bassage-Morgan

Chapelwood Financial Planning ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Newport
View location

Verified since: November, 2020

5 out of 5

23 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 April 2025

    Ken and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Ken has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 November 2020

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Ken has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Ken has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 April 2025

    Ken and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Ken has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 November 2020

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Ken has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Ken has not yet added their fees to their profile

Ken has had a stable career as a qualified mainstream Financial Advisor. Frustrated by the 'house brand' products offered by corporate advisors, Ken became an Independent Financial Advisor, and together with brother Peter, started Chapelwood Financial Planning in 2001. A key feature of Chapelwood is the greater choices they can offer clients.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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