Chiltern Consultancy Ltd
Truly holistic financial advice is not common. It requires independence combined with a creative approach and input from specialists where necessary. In addition, the ability to work closely with clients’ other professional advisers, such as their accountant or lawyer, is crucial to delivering the very best client outcomes.
This is exactly what you can expect as a client when dealing with Chiltern Consultancy.
Working out the complex financial jigsaw can be a time consuming process in this busy world and often results in confusion or misinterpretation of key information.
Here at Chiltern we help you put all of the right pieces together to complete this jigsaw and provide the most appropriate and beneficial solution for your requirements
We pride ourselves on the fact that the majority of our clients are referred to us by accountants and law firms and we believe that the strength, depth and competitiveness of our proposition really does separate us from the crowd.
Initial meetings with Chiltern Consultancy are held at our expense and carry no obligations from you.
We believe it is important for you to feel totally comfortable with us before embarking on a working relationship.
Once we understand exactly what your advice requirements are, we will communicate the cost of the work involved to you, ready for your approval. Rest assured that our rates are competitive in the marketplace and that everything will be explained to you at the initial meeting.
So, what exactly do we do?
We provide financial planning and advice to individuals, families and businesses incorporating the following:-
- Pension Planning
When do you want to retire and how much income will you need?
- Protection Planning
How much cash would your family or business need if you die prematurely or if you suffered a serious illness
- Investment Planning
Are you making the best use of your capital or surplus income and are you maximising the various allowances and tax breaks that are available to you?
- Estate Planning
More families than ever are needlessly paying inheritance tax, when was the last time you had the position assessed for your family?
- Auto Enrolment & Employee Benefits
The biggest single piece of employment legislation (Auto-Enrolment) comes into force for the majority of employers during 2014 and 2015. Have you done everything necessary to ensure your company is compliant with these changes?
Most people with a mortgage have benefitted from the prolonged low interest rate environment but what will happen when rates rise or their current deal expires?
- The Advisory Portfolio Service
The Advisory Portfolio Service can be accessed by our clients to provide additional, flexible guidance in relation to their investment and retirement portfolios.Delivered by our in-house Investment Committee in conjunction with your dedicated financial adviser this joined-up approach ensures that both the investment strategies adopted and your wider financial planning activities dovetail perfectly, providing you with a clear, accountable route to meeting your objectives.
To find out more click on the information tabs at the top of the page and thereafter if you would like to discuss how we could help in your situation, please get in touch.
We also have a comprehensive range of market sector guides, brochures, newsletters and fact sheets to assist you that can be simply downloaded from our Online Services section
Call 01494 451441 to arrange an informal, no obligation meeting at either your home, workplace or at our offices in High Wycombe