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

Nick Kidby Dip PFS CMS CERM 

"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

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 scheme 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