Chiltern Consultancy

Tel. 01494 451 441 | Email. Enquiries@Chilternconsultancyltd.com | © Chiltern Consultancy

You have goals, aspirations and occasionally, may need to deal with unexpected events. Working with an adviser who fully understands your objectives will help you achieve your desired outcomes.

Have you thought about what you would need to be financially independent?

When do you want to reach this?

What will it take to achieve?

Are you on track?

What can you do to protect your finances in the event something unforeseen happens?

How do you structure your investment income?

These are the fundamentals of personal financial planning.

We offer a full private client planning service and can advise on a wide range of highly specialist areas including;

Mortgage analysis

Insurance and protection arrangements

Pension transfers

Self invested pension plans

Inheritance tax and estate planning

Lump sum investment

Trustee investment

Offshore planning

Elderly care

Tax deferral schemes

Chiltern Consultancy is a trading name of Bates Investment Services Ltd, which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of the Money Portal plc.

Bates Investment Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 154229.

The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime.

Bates Investment Services Ltd. Registered Office 1 Threadneedle St, London EC2R 8AY. Registered in England and Wales No. 3434648.