Putting our customers first
At Chelsea we pride ourselves in putting our customers at the heart of everything we do. We offer fantastic customer service, along with high quality independent research to assist you on your savings journey. Sometimes, investing isn’t that straight forward, life can get in the way and at times people need a help in hand. We hope you find this area helpful, but if you have any questions, require further assistance, or just want to talk something through, please do not hesitate to contact us.
Financial resilience
In order to save and invest with confidence, knowledge is king. We have a range of guides, and tools which will hopefully empower you to make an informed decision and take control of your financial future.
Responsible investing
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First-time investors
Contact UsInvesting can be a daunting task, especially when you are starting out. We have a range of tools and guides to get you started. From ISAs and pensions to Venture Capital Trusts our friendly and experienced team are ready to answer your questions, and assist you in the next step.
You might be thinking about saving for a house, a wedding, or maybe just a rainy day. You can open an account with as little as £10 a month.
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Women
Contact us for more informationLonger life spans, gender pay inequality and career breaks, means that women are reportedly likely to find themselves more financially vulnerable versus men. According to Now Pensions, women retire with an average savings pot of £69,000 compared with £205,000 for men. Furthermore, the FCA’s Financial Lives survey showed that women say they have low confidence in managing money and appear to be more risk-averse in the way they manage their finances.
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Ethical investing
Contact UsOur customers are becoming more interested in investing ethically. Some want their money to work for them, while creating a more sustainable environment for generations to come, whereas others are interested in this relatively new sector.
You can find out more in our Viewpoint articles, from fund manager interviews, our monthly newsletters or contact us in the office, if you are interested in ethical investments.
Supporting our customers
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Accessibility
Supporting all of our customers and their needs is at the forefront of what we do at Chelsea and we are dedicated to improving our products and services where required. Please do not hesitate to get in touch, if there is more you think we can do.
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Protecting yourself against fraud
Scams
If you think you might have been recently scammed, or had your device hacked, please contact us. We have processes in place to ensure that your money is safe, but you may want to consider contacting your bank and changing any password.
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Vulnerable clients
We are committed to providing first class service to all of our clients and offering the support that they require. If you are in need of extra support, please do not hesitate to contact us.
FAQs
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If a loved one is unable to manage their account because of health reasons and you have been granted Power of Attorney, please send us a certified copy of power of attorney. You will then be authorised to deal on their behalf.
If a loved one has died, please kindly send us a certified copy of the death certificate. Their account will be finalised as of the date of death and you will be sent a valuation. Through grant of probate you can then proceed with distributing the funds, as necessary. Proceeds do not have to be sold.
All documentation will be sent back to you.
Chelsea does not charge for processing probate.
