What I Offer…

Chameleon Financial Planning is a professional firm of Independent Financial Planners providing holistic financial planning advice to individuals and businesses.

Our clients are the main focus of our business, and as such we are committed on providing a service which is honest, valued, pioneering and long term. We believe that treating Customers fairly is about delivering a fair outcome to our customers whilst offering a first class business service. To do this, we believe we must remain independent, and advise on products and services across the whole market place. Treating Customers fairly is embedded in our culture, and our customers can be assured of this.

Chameleon are focused on advising individuals and businesses on understanding and planning for their financial future. We offer you an initial discussion without charge, at which we will describe our services in greater detail and explain the payment options.

 

Why I’m good at what I do…

Alexandra's strong academic background and innate desire to help other people has made her the perfect fit as Client Relationship Manager at Chameleon Financial Planning. Originally from Adlington, Alexandra has now set up home with her Partner Andrew in Whittle Le Woods.

Whilst managing her local family business Alexandra has developed and honed excellent customer service skills. She found her strengths always lay within a client facing environment but found herself unstimulated and craving a new challenge. After completing a Certificate in Education at the University of Central Lancashire in 2016 she decided that a career change was in order. She took her first steps into the financial industry in early 2017 and has never looked back. Her enthusiasm and ambition have enabled her to quickly adapt to the industry and discover a role and career she is truly passionate about.

Alexandra prides herself on her diligent attitude and will always go the extra mile to ensure our clients are happy and well looked after. With a natural ability to make people feel at ease she is deeply committed to ensuring client satisfaction and a happy and positive working environment.

In her spare time Alexandra enjoys perfecting her home and travelling the world with her partner Andrew. She has a keen eye for interior design and has adorned her house with her own art work from her foundation degree at Winstanley College. Whilst ticking off their bucket list of places to visit, she found a love of Thai food. One of her goals is to perfect her cooking to the high standards she found in Thailand. She isn't quite there yet but her family are definitely enjoying the practice! 

Member Testimonials

  • Alex gave a brilliant 4Sight yesterday at Chorley Group meeting explaining how Financial Planning works. Using 2 half-filled jugs of water, a tin box and plastic "eggs" with simple explanations & using the aids, adequately demonstrated the subject. Other groups may like it & should invite her.

What I do

  • Financial Planning and Wealth Management
  • Financial Planning and Advice
  • Financial Advice
  • Financial Advisers
  • Financial Advice

My Stats

Last online 8th Jul 2019
Member since 10th Apr 2018
Number of testimonials 0
Meetings attended 31
4N ranking 822 in the UK