Testimonials 

A common value that our clients share is a need for structure and clarity in their finances, giving them the freedom to focus on the things that are most important for them. Many have very busy working lives and lack time to do it themselves, whereas others might not have the confidence or know how.

We enjoy building long lasting relationships with clients and seeing the work we do help them prosper and attain their life goals

What our Clients say about our team

Stuart Clark BA (Hons) ACSI, Independent Financial Adviser
If you want a financial adviser who actually takes the time to listen to you and hear what you are saying, Stuart is your man. Painstakingly methodical in ensuring you understand the implications of what you are signing up for and why they are right for you. He goes the extra mile in providing advice and financial insight that makes sense to someone who does not dwell in the financial world but wants to make sure they are doing the best with the money they have.

Wendy Berliner, Author & Journalist


Mike Foster Dip PFS, Director/Independent Financial Adviser

"We have been clients of Chiltern for approaching for 15 years, from work into retirement. The whole team are exceptionally friendly and helpful, whatever the issue. Importantly our finances have been managed very positively providing us with security to enjoy our lives."

Mr & Mrs Taylor, Wells


ShaunClarke Dip PFS, Director/Independent Financial Adviser

"I  was introduced to Chiltern Consultancy by my son's accountant as I needed to reduce the amount of Inheritance Tax I would be  liable  for.  I also needed to try and increase my monthly income so that I would not draw down my capital. I had a number of consultations with Shaun before we finally agreed what course of action to take. During all these meetings I was dealt with politely,  kindly and professionally. The outcome has achieved all we set out to do and I am very happy with the results. Shaun and Sue have been great."

Mrs V. Spiteri


 Nick Kidby Dip PFS CMS CERM, Independent Financial Adviser

"A short mail Nick to say that everything has gone through OK and my bank balance is now looking quite healthy. I will also take this opportunity to thank you for everything you did for me in the beginning to start the process, I have been a little surprised in how smoothly the process has gone".

Jim Elliott


Stuart Clark BA (Hons) ACSI, Independent Financial Adviser
I have been working with Stuart for several years now, during this time i've reshaped much of my portfolio. I have found Stuart to be extremely professional during this time, his knowledge is up to date and I have confidence in Stuarts ability to give solid advice. I would have no problem in recommending Stuart to any friend of family member.

Steve O'Keeffe, RVP EMEA at DSI - Delivering Digital Supply Chain Solutions 


 Angela Dickson BA(Hons), FPFS, Director/Chartered Financial Planner

 “I am so impressed with Angela’s approach. Very informative, responsive, pleasant to deal with and saved us a lot of money without having to be asked to! Excellent service. I would highly recommend Angela’s work”

Tracey Meaney (Director at Peter Lole & Co Ltd)


 Mike Foster DipPFS, Director/Independent Financial Adviser

"We identified that we needed assistance with our Auto Enrolment rscheme and after our initial meeting with Mike, appointed Chiltern as our advisers. They have managed our project in a professional, informative and friendly manner from the outset. We would have no hesitation in recommending Chiltern as an Auto Enrolment adviser"

Holly Butler (TFP Ltd)


 Estelle Burnard, Pension Administrator

"We have received truly excellent support and service from Chiltern Consultancy on pensions  - and indeed everything – for the last 18 months. I must put a special word of thanks in to the lovely Estelle who has been positively marvellous in every way. Estelle has really been a great support and I always feel she goes the extra mile to help with any query and ensure that it is resolved"

Sandy Walmsley, Finance Director Aspect Ecology


 Michael Ross BA(Hons) APFS, RLP, Cert MP & ER, Chartered Financial Planner

“Now we feel relaxed, looking forward to living our lives together on our terms again.
We feel secure knowing that our income will be there for us well into the future."

Case Studies

Mr & Mrs Johnson, Chesham

 

Read our case studies to see how effective solutions can be provided by our team of expert financial advisers