First Chapter specialises in helping individuals and small to medium business owners (typically less than 250 employees):

• establish what is truly important to them by determining their lifetime dreams, aspirations, goals and desires.
• identify their ‘number’ and help them have a clear understanding of the level of financial resource they require.  Quite simply, their ‘number’ is the amount of money/value of assets they require to enable and maintain the lifestyle they wish to lead.
• achieve their ‘number’ by understanding the level of income or capital they require and then implementing an investment strategy to ensure their future needs are met.
• protect their ‘number’ by leading a well-balanced lifestyle, protecting against financial risks, minimising all forms of taxation and safeguarding family assets for current and future generations.
• maximise their ‘number’ by focusing on a regularly reviewed investment strategy.