Austin Chapel Independent Financial Advisers LLP

Established in 1999, we have collectively over 45 years of expertise in the financial services industry.

We have extensive experience of providing bespoke financial planning solutions to both Individual and Corporate clients and provide both a friendly and professional service.

We provide advice in all areas of financial planning, including:

  • Wealth Management
  • Cash Flow Modelling
  • Pensions & Retirement Planning
  • Investment Advice
  • Life Protection
  • Mortgages
  • Equity Release
  • Tax Planning
  • Inheritance Tax Planning and Trusts
  • Business Advice

We also provide bespoke pensions advice in the areas of Auto-Enrolment, Group personal pensions Annual Allowance and Lifetime Allowance calculations.

Our aim is to provide a long term financial planning partnership with our clients and prefer our clients take the opportunity to regularly review their plans.



Gary O'Neill
Partner


T: 01708 220 816

Email: Gary.oneill@austinchapel.co.uk

Gary began his career in the Financial Services Industry in 1987, working for Prudential.

In 1999 along with Keith Clissold, Gary launched Austin Chapel Independent Financial Advisers. Our aim is to provide the highest quality financial and Investment planning advice to Individual clients, business owners and charities.

Gary specialises in providing Pension and Investment advice, primarily to Academics and members of both the medical and legal professions. In particular, he has experience of providing both Annual Allowance and Lifetime Allowance advice in respect of Pension Tax Planning.

Away from work Gary enjoys watching live sport, particularly rugby and football, keeping fit and travelling.




Keith Clissold
Partner


T: 01708 220 816

Email: Keith.clissold@austinchapel.co.uk

Keith has been in the financial services industry for 24 years, specialising in both pensions and investments.

He specialises in providing initial and ongoing holistic financial planning and pride myself in providing effective, honest advice at affordable cost. I understand that people's circumstances change, so I try to ensure planning for life with regular reviews.

To make this as comfortable as possible, Keith provides this service at the client's home, place of work or our office

We want to manage our clients journey with them throughout their life cycle.




Simon Lewis
Business Development Manager


T: 01708 220 816

Email: simon.lewis@austinchapel.co.uk

Simon started his career in the Financial Services Industry in 1994, working for Royal London Insurance. Having spent the last 18 years working for a Premier Bank in Canary Wharf and the City of London, helping high net worth clients through their life cycle, with their Pension, investment and Protection Needs.

Since 2011 Simon has relationship managed a portfolio of high net worth clients within the City of London, mainly within the legal profession with their complex banking, investment, and mortgage needs.

Simon Specialises in building strong relationships, helping clients achieve their financial goals by prioritising their financial needs.

Simon enjoys Motor Sport, Travelling and fell walking.




Andrew Clissold
Independent Financial Adviser


T: 01708 220 816

Email: andrew.clissold@austinchapel.co.uk

Andrew joined Austin Chapel in 2017, he specialises in Retirement Planning, Investments and Financial Protection.

Retirement and Investment planning is about your goals and your future. I offer a completely bespoke service to each client, initially helping to understand the options available and then providing a plan to meet the clients' specific financial objectives in an easy to understand way.

Because we live in an ever changing world and with that, so do client circumstances. Andrew feels it is important to conduct regular reviews with his clients to ensure the investment strategy is right for them as their goals and aspirations change through time.

Outside of work, Andrew enjoys many sports, specifically golf and tennis.




Wayne Dell
Mortgage, Protection Adviser and Equity Release Specialist


T: 01708 220 816

Email: Wayne.dell@austinchapel.co.uk

Wayne specialises in Residential mortgages, Equity Release, Family and Business Protection, Private Medical Insurance, Auto-Enrolment Company Pension Schemes.

With 38 years industry experience, I understand that a property purchase is more than just a transaction it is an emotional investment and is one of the biggest commitments people face. My role is to take the stress out of the process, my relationships are built on good service and taking care of the clients, I'm dealing with. I look to provide a safe pair of hands in an often-unpredictable process to save you money by finding the best mortgage deal for you and providing value for money and meeting your expectations.




Steven Barnes
Finance Specialist


T: 01708 220 816

Email: Steve.barnes@austinchapel.co.uk

Steve specialises in both Residential and Commercial Finance. Whether it be a Remortgage or Residential House Move or providing 100% Construction Finance for Real Estate Developers and Investors, my 22 years in the industry has seen me deal with any number of complex proposals. I work with investors purchasing through many different vehicles, whether it be their own names or via ltd companies and offshore company structures. Steve's clients include non-uk nationals and ex-patriots, portfolio investors and real estate developers.

I work with sole traders and SME's on commercial financing for business purposes, including cash flow through invoice discounting, factoring

Steve's ethos is to listen to the specifics of each proposal to provide a bespoke solution, working closely with the client to ensure their proposal is realised professionally and efficiently.